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.