AlternativeSoft and Valuefy combine their innovative cloud software

AlternativeSoft and Valuefy, two fintech companies, have combined their innovative cloud software to offer an asset management digital web platform for advisors and their clients. The widget-based platform is available for PC, tablet and phone — and is used by advisors, portfolio managers and their clients for portfolios of equities, fixed income, derivatives, hedge funds and long-only funds.

What the combined platform offers

Analytics: return and volatility decomposition for equity, fixed income and derivatives, multi-asset and multi-currency support, and Brinson analysis for equity. No other platforms offer such in-depth portfolio analysis.

Digital edge: innovating real-life use cases with video, voice and geo analytics — bringing portfolio analytics into the world advisors and clients actually live in.

Simplification: of complex analytics, making sophisticated tools accessible to advisors and their clients across PC, tablet and phone.

Key capabilities at a glance

• Multi-asset coverage — equities, fixed income, derivatives, hedge funds, long-only funds and private markets all in one platform.
• Multi-currency support — portfolios analysed in any base currency with consistent FX treatment.
• Widget-based interface — modular dashboards that advisors can configure per client.
• Cross-device experience — identical functionality on PC, tablet and phone.
• Deep analytics — return attribution, risk decomposition and Brinson analysis built-in.

AlternativeSoft is an award-winning quantitative analytics software specialising in asset selection, portfolio construction and customised reporting. To find out more or register for a free demo, get in touch with our team.