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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

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.

Description

Vidrio serves as a comprehensive investment platform tailored for institutional allocators such as endowments, pension funds, family offices, fund of funds, OCIOs, and asset managers, integrating data aggregation, software solutions, and managed services. This platform facilitates various functions, including manager research and due diligence, portfolio construction with both pre- and post-trade rules, compliance monitoring, operational controls, account-level valuation and reconciliation, as well as performance and exposure analytics, risk aggregation, stress testing, and customizable reporting alongside investor portals. With more than $100 billion in alternative assets managed through over 1,000 external managers, Vidrio accommodates diverse investment vehicles including hedge funds, private equity, private credit, real estate, liquid alternatives, and separately managed accounts (SMAs). The platform's utilization of AI-driven data extraction and enrichment, supported by a combination of automation and expert supervision, guarantees a high level of transparency and precision, complemented by automated workflows, trade management capabilities, and cash-flow forecasting. Furthermore, its ability to streamline complex investment processes makes it a vital tool for institutional investors aiming to enhance their operational efficiency and decision-making processes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

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

Integrations

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

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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

MSCI

Founded

1998

Country

United States

Website

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

Vendor Details

Company Name

Vidrio

Founded

2011

Country

United States

Website

www.vidrio.com

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 

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

No Alternatives

Alternatives

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