How can Total Plan Manager help save you time?

You can customize the platform and data to meet your needs. Total Plan Manager is a simple and intuitive turnkey solution designed to eliminate the need to learn a new interface or manually model and perform data analysis.

What other services are available through Total Plan Manager?

Investment Book of Record (IBOR):- We offer IBOR services that streamline standardized operations and accommodate ad hoc needs. Liquid markets transparency: - Compare your private assets to public markets

How can Total Plan Manager help you address climate and sustainability concerns?

Access MSCI’s expansive datasets and solutions — including ESG Ratings and climate- and biodiversity-related tools — across all asset classes and regions, all within one platform.

MSCI

Total Plan Manager

United States of America

Founded 1998

Technology Providers

We help investors overcome opaque, fragmented private capital data by delivering integrated analytics, transparency and benchmarks for confident, informed decisions.

Looking for a specific capability?

Talk to a Simple advisor.

About MSCI

MSCI Total Plan Manager is an integrated portfolio analytics and reporting platform purpose-built for family offices managing complex, multi-asset portfolios that span both public and private investments. The platform provides detailed performance reporting and portfolio analytics, investment data management and advanced risk, forecasting and stress-testing capabilities, all within a single integrated environment. It bridges public and private markets by creating a common language for allocators to harmonize disparate datasets — unifying fragmented data from investor letters, separately managed accounts and private equity funds into one transparent view across the investment lifecycle.

For family offices specifically, Total Plan Manager connects public, private and unstructured assets in one decision-ready platform, empowering them to monitor performance returns, manage risk and plan for capital commitments with confidence.

By combining independent intelligence with integrated portfolio analytics, MSCI helps family offices evaluate managers, monitor exposures and communicate performance results with clarity.

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More Details

Attribute	Details
Categories	Data Integration & Transparency, Portfolio Management & Analytics, Private Markets, Reporting Automation, Total Portfolio View
Features	Integrated Data & Analytics Platform, Performance Measurement, Look-Through Transparency, Cash Flow Forecasting, Liquidity Modelling, Total Portfolio Integration, AI-Powered Data & Automation, Flexible Reporting & Integrations, Report Builder
Target Segments	Multi-family office, Private wealth owner, Single-family office, Private wealth owner, Independent financial or investment advisor, Fund managers, Custodians, Banks, Pensions, Endowments, Foundations, Funds of funds

Insights from MSCI

Can all family office assets speak the same language?

Most family office asset managers don’t have a performance problem; they have a translation challenge. With data scattered across GP letters, private banking accounts, and public brokerage feeds, creating a unified view of a multi-asset portfolio is often an uphill battle. In an interview with MSCI’s Private Assets MD, Benjamin Page-Fort, we discuss what it means to have all assets, public and private, harmonised to speak a "common language."

Frequently Asked Questions

Teams that manage multi-asset class private portfolios and need support driving data-driven decisions: Family Offices: Enable long-term wealth planning with a clear view of public, private and unstructured assets. Endowments & foundations: Advance mission-aligned investing with transparent performance and scenario insights across asset classes. Corporate pensions: Support disciplined funding analysis with unified oversight and risk insight covering public, private and alternative assets.