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features 0 out of 5 stars
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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Our platform encompasses all asset categories, providing you with a unified interface to gain a comprehensive understanding of your portfolio, perform calculations based on tailored metrics for each asset type, and analyze performance through relevant groupings. By utilizing these tailored metrics, we assess the performance elements of your multi-asset class portfolios effectively. Our offerings include publicly traded equities, fixed-income securities, interests in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, whether through direct investments or partnerships, in addition to futures and options. Furthermore, you have the flexibility to establish your own investment framework. You can scrutinize and evaluate your positions over any specified timeframe, with the option to view them in detail or categorize them based on what matters most to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any customized criteria you determine. This tailored approach ensures that your investment analysis is as relevant and insightful as possible.

Description

Total Plan Manager is a sophisticated software solution designed for institutional investors who manage private-market programs, enhancing portfolio management and analytics. It integrates and organizes data pertaining to funds, separately managed accounts, and various investments, enabling teams to effectively track their holdings, commitments, cash flows, exposures, performance metrics, risks, and liquidity levels. Users have the capability to conduct performance analysis and attribution, model different scenarios, forecast future cash flows, strategically plan allocations, and generate comprehensive reports for investment committees and stakeholders. The platform caters to asset owners and investment teams, which may include family offices, endowments, foundations, and corporate pension plans. Its advanced analytics facilitate oversight across multiple sectors, including private equity, venture capital, real estate, infrastructure, private credit, and hedge funds, while also assisting in manager evaluation and investment strategy formulation. By centralizing data management, it offers a unified perspective for monitoring portfolios, making allocation decisions, and reporting on private market assets, ultimately streamlining the investment process for all users. As a result, Total Plan Manager not only enhances operational efficiency but also empowers investors to make informed decisions in a complex marketplace.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

ChatGPT No 
Claude No 
MSCI No 
Microsoft Excel No 
Model Context Protocol (MCP) No 

Integrations

ChatGPT Yes 
Claude Yes 
MSCI Yes 
Microsoft Excel Yes 
Model Context Protocol (MCP) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cogendi

Country

France

Website

www.cogendi.co.uk/our-platform/

Vendor Details

Company Name

MSCI

Founded

1998

Country

United States

Website

www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Alternatives

Alternatives

No Alternatives
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