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Provider Type
Technology Providers
Technology Providers
Tagline
Total Plan Manager
—
Founded
1998
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Location
United States of America
United States of America
Verified
Verified
Not verified
Categories
Data Integration & TransparencyPortfolio Management & AnalyticsPrivate MarketsReporting AutomationTotal Portfolio View
Portfolio Management
Services
Data AggregationPortfolio AnalyticsBenchmarkingForecastingIndexingAnalyticsSustainability and ClimateReal AssetsPrivate Capital SolutionsClient Reporting
—
Target Segments
Multi-family officePrivate wealth ownerSingle-family officePrivate wealth ownerIndependent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
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Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
—
Client Types
Independent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
—
Provider Type
Technology ProvidersTagline
Total Plan ManagerFounded
1998Location
United States of AmericaVerified
VerifiedCategories
Data Integration & TransparencyPortfolio Management & AnalyticsPrivate MarketsReporting AutomationTotal Portfolio View
Services
Data AggregationPortfolio AnalyticsBenchmarkingForecastingIndexingAnalyticsSustainability and ClimateReal AssetsPrivate Capital SolutionsClient Reporting
Target Segments
Multi-family officePrivate wealth ownerSingle-family officePrivate wealth ownerIndependent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
Client Types
Independent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United States of AmericaVerified
Not verifiedCategories
Portfolio Management
Services
—Target Segments
—Regions Served
—Client Types
—Website
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