# Total Plan by MSCI Reviews
**Vendor:** MSCI  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Total Plan by MSCI
Institutional allocators representing over $1.7 trillion in assets leverage our award-winning to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool.




## Total Plan by MSCI Reviews
  ### 1. Great multi-asset class portfolio analytics software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2021

**What do you like best about Total Plan by MSCI?**

The Caissa platform helps us leverage our data to improve our investment decision process.  Harmonized transparency data really helps us analyze and monitor our portfolio.

**What do you dislike about Total Plan by MSCI?**

The implementation process took a bit longer than expected.  But the effort put in up front pays off in the long term building out a robust set of exposure data to combine with performance, liquidity, and risk metrics.

**What problems is Total Plan by MSCI solving and how is that benefiting you?**

The Caissa platform filled a gap in our tech stack.  We did not have a multi-asset class exposure aggregation tool.  Our team has benefitted from reviewing our portfolio for risk concentrations.


## Total Plan by MSCI Discussions
  - [What is The Caissa Platform used for?](https://www.g2.com/discussions/what-is-the-caissa-platform-used-for)

- [View Total Plan by MSCI pricing details and edition comparison](https://www.g2.com/products/total-plan-by-msci/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+21%3A31%3A14+-0500&secure%5Bsession_id%5D=03592fea-63ce-4dff-8471-e8acb39e75cf&secure%5Btoken%5D=741c9ace60d53e6153b46061b71ee4e94d5bd6b894d181dfefec485f0e8d27a0&format=llm_user)

## Total Plan by MSCI Features
**Platform Additional Functionality**
- Dashboard
- Cloud

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

**Agentic AI  - Financial Analytics**
- Proactive Assistance

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