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What is Vidrio?

Vidrio is a sophisticated investment platform specifically designed for institutional allocators, including endowments, pension funds, family offices, fund of funds, OCIOs, and asset managers, combining data aggregation with tailored software solutions and managed services. The platform supports a multitude of functions such as conducting manager research and due diligence, constructing portfolios in accordance with both pre- and post-trade regulations, monitoring compliance, implementing operational controls, and managing account-level valuations and reconciliations. Additionally, it offers analytics on performance and exposure, risk aggregation, stress testing, and the ability to generate customizable reports alongside investor portals. With over $100 billion in alternative assets under management through more than 1,000 external managers, Vidrio accommodates a wide range of investment vehicles, including hedge funds, private equity, private credit, real estate, liquid alternatives, and separately managed accounts (SMAs). The use of AI-driven data extraction and enrichment, along with a blend of automation and expert oversight, ensures a high degree of accuracy and transparency, supported by automated workflows, trade management features, and cash-flow forecasting tools. As a result, Vidrio significantly enhances the efficiency of complex investment processes, making it an essential asset for institutional investors seeking to optimize their operational capabilities and improve decision-making strategies. Moreover, the platform's flexibility allows it to adapt to the evolving needs of its users, ultimately fostering a more streamlined investment experience.

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

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Webinars

Company Facts

Organization Name

Vidrio

Date Founded

2011

Company Location

United States

Company Website

www.vidrio.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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