Automated Reporting for Institutional Portfolios

Automated Investment Reporting:
Customisable Batch Reports in Minutes

Generate institutional-quality investment reports automatically — performance attribution, private market analytics, risk dashboards and client-facing reporting in any format, for any audience.

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150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005
Reporting Capabilities

Comprehensive Automated Investment Reporting

Every report your investment team, board and clients need — generated automatically from live data.

Automated Batch Reporting

Generate reports for the full investor base simultaneously — performance, risk, attribution and market commentary in one automated workflow.

Customisable Client Reports

Fully branded, client-facing investment reports matching your house style — with custom commentary, risk metrics and portfolio analytics.

Private Market Reporting

IRR, TVPI, DPI and cash flow projection reports for private market portfolios — generated automatically from live NAV and cash flow data.

Automated Batch Reporting for Investment Portfolios
Batch Reporting

Automated Batch Reporting for Investment Portfolios

AlternativeSoft's reporting engine automates the full report production workflow — from data aggregation and performance calculation through to formatted report generation and client distribution.

  • One-click batch generation: produce all client reports simultaneously from live data
  • Automated data pull: live performance data from all connected data sources
  • Performance calculation: time-weighted and money-weighted returns across all holdings
  • Attribution analysis: Brinson attribution by fund, sector and geography in every report
  • Scheduled delivery: automated report generation and distribution on any schedule
  • Multiple formats: PDF, Excel and PowerPoint output with white-label branding
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Customisable Client-Facing Investment Reports
Client-Facing Reports

Customisable Client-Facing Investment Reports

Every client relationship is different. AlternativeSoft's reporting templates are fully customisable — branded, formatted and populated with the specific analytics each stakeholder needs.

  • House-branded templates: your logo, colours and report structure
  • Modular content blocks: include or exclude any analytics section per client
  • Custom commentary: automated market commentary templates for each asset class
  • Alternative investment reporting: hedge funds, private equity and liquid alternatives
  • Risk dashboards: VaR, drawdown, Sharpe and peer benchmarks in every report
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Testimonials

Trusted by Leading Institutions

"

AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation and relative analyses. One of the easiest softwares for portfolio what-if and customised fund fact sheets I have ever handled.

Aberdeen Asset Management
Head of Risk Management
★★★★★
"

AlternativeSoft is a practical and user-friendly tool used as part of our portfolio construction and risk management process. Their extensive support and responsiveness provides added value.

AllianceBernstein
Risk Management & Portfolio Construction
★★★★★
"

From statistical analysis on a single hedge fund, screening the investment universe, peer group analysis, portfolio construction to risk analysis and stress testing — one of the most effective, intuitive, and efficient tools I have handled.

BNP Paribas Capital Partners
Hedge Fund Solutions
★★★★★
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See AlternativeSoft
in Action

Join 150+ institutional investors. Book a personalised demo tailored to your needs today.

  • Live walkthrough of the full platform
  • Tailored to your investment mandate
  • Q&A with our investment analytics specialists
  • Free trial access following the demo
Hedgeweek Best Risk Management Software — voted by clients 4 years running
UK: 10 Lower Thames Street, London EC3R 6AF

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