Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Gain a comprehensive understanding of the portfolio, including its values, trends, and any defined limits or alerts. Investigate any downward deviations within the portfolio to identify their underlying causes. From a high-level overview, delve into the specifics of individual holdings. Engage in a visual and interactive examination of the portfolio both in current terms and throughout its historical context. Analyze aspects such as allocation, exposure, risk factors, and performance attribution. Gather and monitor data concerning all assets and liabilities, regardless of their nature, including funds, stocks, bonds, ETFs, private equity, loans, real estate, timber, precious metals, art, derivatives, and more. Create one or multiple portfolios with preferred structures and aggregates to suit your needs. Synthesize and consolidate assets and liabilities from various sources, including different accounts and custodians. Integrate investment policies and regulations into the analytical tool for enhanced guidance. Establish allocation and exposure thresholds, as well as define the benchmarks and objectives applicable at various tiers within the portfolio. This comprehensive approach ensures meticulous tracking and management of the investment landscape.
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
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Digital Portfolio Control
Founded
2015
Country
Sweden
Website
www.digitalportfoliocontrol.se/dpcmonitor/
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
Yes
Bonds / Stocks
Yes
Client Management
Yes
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
Yes
Portfolio Management
No
Risk Management
Yes
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