Every report your investment team, board and clients need — generated automatically from live data.
Generate reports for the full investor base simultaneously — performance, risk, attribution and market commentary in one automated workflow.
Fully branded, client-facing investment reports matching your house style — with custom commentary, risk metrics and portfolio analytics.
IRR, TVPI, DPI and cash flow projection reports for private market portfolios — generated automatically from live NAV and cash flow data.
AlternativeSoft's reporting engine automates the full report production workflow — from data aggregation and performance calculation through to formatted report generation and client distribution.
Every client relationship is different. AlternativeSoft's reporting templates are fully customisable — branded, formatted and populated with the specific analytics each stakeholder needs.
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.
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.
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.
Join 150+ institutional investors. Book a personalised demo tailored to your needs today.
We'll respond within one business day.