Q4 Total Plan Manager Enhancements Webinar

About this event

As we closed out 2025, Total Plan Manager delivered a new wave of enhancements focused on deeper risk insight, faster reporting, and more flexible capital planning across public and private assets. In this webinar, we will walk through the most impactful updates, plus what’s coming next.

In this session, we reviewed the new product and data features released during Q4 2025. This webinar covered:

• Plan-level factor risk, now integrated 
  Understand drivers of volatility across public and private exposures using MSCI’s multi-asset factor risk model.

• Faster, simpler Excel workflows 
  New custom Excel Add-in functions deliver 5–15x performance improvements with cleaner syntax for automation.

• More flexible capital planning 
  Model recurring and percentage-based hypothetical transactions to test portfolio- and investment-level scenarios.

• Document Management
  A new UI/UX for clients to build document hierarchies that reflect any structure that aligns with organizational workflows.

Plus additional updates across performance, reporting, and expanded data coverage.