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

Specifically crafted for limited partners and asset allocators, the Solovis platform revolutionizes the management of multi-asset class portfolios. Now is the moment to enhance efficiency, speed up insights, and improve investment decision-making processes. Streamline the collection of data from both public and private assets. Acquire deeper insights into hedge fund managers, private equity, and alternative investments. Convert investment data into valuable intelligence. Expand your capabilities with data operations and exposure analysts. Managing portfolios that span hedge funds, private equity, real assets, mutual funds, ETFs, and direct securities entails overseeing a multitude of data points, often numbering in the hundreds or thousands. Investment data varies in format, is updated at different intervals, and exists across various systems. Solovis acts as the centralized platform for portfolio management that automates the collection of investment data while providing actionable insights to enhance decision-making. By leveraging this technology, investment teams can focus on strategy rather than data management.

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 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 No 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars No 
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

Solovis

Founded

2013

Country

United States

Website

www.solovis.com

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

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