Total Plan Manager A unified view of multi-asset class portfolios.
Clarity and control across your total portfolio
We help CIOs make sense of their unstructured and opaque data, enabling them to make clearer investment decisions and optimize board and stakeholder reporting. Total Plan Manager bridges public and private markets, creating a common language for modern allocators to harmonize disparate datasets.
Unify fragmented data from investor letters, SMAs and private equity funds into a single platform—providing transparency and clarity across the investment lifecycle.
Conduct in-depth exposure, risk, liquidity and attribution analysis with harmonized data to align your portfolio's risk and return objectives.
Shift focus from maintaining data to monitoring investments with manager style drift analytics.
Analyze your portfolio
Enhance your investment decision processes with tools for performance tracking, exposure management, liquidity analysis and future scenario modeling.
Report on your portfolio's performance with our modern, real-time performance engine, and own your portfolio performance data.
Analyze your portfolio’s universe of investments, including hedge funds, SMAs, long-only funds, venture capital funds and private equity funds.
Capture complex liquidity terms, compute liquidation schedules and easily assess portfolio rebalancing opportunities.
Simulate future transactions, forecast cash flows, project exposures and plan allocations and redemptions with existing managers.
An allocator's single source of truth
Analytics and reporting for multi-asset class investors — presented in a flexible, intuitive interface and powered by rich datasets.
Compute performance from recorded market values and transactions, at all levels of the portfolio. Choose from a large library of native benchmarks and easily blend your own.
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Research and resources
Private Capital Benchmarks Report
Up-to-date insight into private assets performance and trends, all based on since inception quarterly returns and cash flow data.
