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.

Branded factsheet assembling itself from live dataA fund factsheet building itself: header, four headline statistics, a return bar chart, strategy mix and the generation time.Automated reporting · factsheetsFACTSHEET, GENERATED FROM LIVE DATAFund factsheet, October 2026Your brand+12.4%YTD return1.27Sharpe ratio-4.1%Max drawdown$1.2bnAUMEquity L/S38%Macro27%Credit35%Generated in 4 seconds, sent to 38 recipientsPDF, Word and PowerPoint, in your branding
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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Report template with sections toggled and previewA list of report sections switched on or off beside a branded preview, with output formats and scheduling.Report templates · white-labelREPORT TEMPLATE BUILDER, YOUR BRANDCover and disclaimerPerformance summaryRisk and drawdownPeer comparisonExposure tablesCommentaryYOUR LOGOPDF, Word, PPTAny output formatScheduledMonthly, quarterlyWhite-labelYour colours and fonts
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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