Ratings and Reviews 2 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

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features 0 out of 5 stars
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What is Tribevest?

Start tribe-vesting with your friends and family today; it’s a straightforward way to turn those closest to you into partners in business who work together on investments. Tribevest acts as a platform for collective investments, enabling loved ones to unite as a group of investors, combine their financial resources, and manage shared ventures. While we acknowledge the multitude of tools out there, it's not necessary to employ every single one to successfully oversee your investment team and finances. Tribevest consolidates all essential functions into a cohesive experience for users. Our goal at Tribevest is to build and maintain a marketplace that honors, supports, and connects different tribes, their members, and every milestone they reach together. We endeavor to connect individuals who share common goals, empowering them to leverage and optimize their collective resources. Ultimately, Tribevest is committed to aligning people and providing innovative tools along with proven pathways that cater specifically to the unique aims of each group. Through promoting collaboration, we aspire to enable communities to achieve substantial financial growth collectively while fostering deeper connections among members.

What is Total Plan Manager?

Total Plan Manager is an advanced software tool tailored for institutional investors overseeing private-market programs, aimed at improving portfolio management and analytical capabilities. It consolidates and organizes essential data related to funds, separately managed accounts, and diverse investments, allowing teams to monitor their holdings, commitments, cash flows, exposures, performance metrics, risks, and liquidity status effectively. Users can perform in-depth performance analysis and attribution, simulate various scenarios, forecast future cash flows, plan allocations strategically, and create detailed reports for investment committees and stakeholders. This platform is designed for asset owners and investment teams, including family offices, endowments, foundations, and corporate pension plans. Its sophisticated analytics enhance oversight across various sectors, such as private equity, venture capital, real estate, infrastructure, private credit, and hedge funds, while aiding in assessing managers and developing investment strategies. By centralizing data management, it provides a cohesive view for tracking portfolios, making allocation choices, and reporting on private market assets, ultimately streamlining the investment process for all participants. Consequently, Total Plan Manager not only boosts operational efficiency but also equips investors with the insights needed to navigate a complex marketplace effectively, fostering smarter decision-making and strategic planning for future investments.

Media

Media

No images available

Integrations Supported

Integrations Supported

ChatGPT
Claude
MSCI
Microsoft Excel
Model Context Protocol (MCP)

API Availability

API Availability

Has API

Pricing Information

$3 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Webinars

Company Facts

Organization Name

Tribevest

Date Founded

2018

Company Location

United States

Company Website

www.tribevest.com

Company Facts

Organization Name

MSCI

Date Founded

1998

Company Location

United States

Company Website

www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager

Categories and Features

Investment Management

Not specified

Categories and Features

Investment Management

Not specified

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