Every client wants a different format and every investor wants a bespoke cut, so the team rebuilds dozens of packs by hand each quarter. AlternativeSoft maps each recipient to a template and a brand, then generates and distributes all of them in one scheduled run.
AlternativeSoft's client and investor reporting software produces bespoke reports for every client, principal or investor from one data set, white-labelled by audience and generated from templates on a schedule. Wealth managers, fund of funds and consultants use it to report to clients in each client's format; hedge fund and asset managers use it to report to investors and consultants. One month-end run, many recipients, no re-keying.
The reader is different, the mechanics are the same.
| Client reporting | Investor reporting | |||
|---|---|---|---|---|
| Who produces it | Wealth managers, private banks, fund of funds, OCIOs, investment consultants. | Hedge fund, UCITS and private markets managers, investor relations teams. | ||
| Who reads it | Clients, principals, family members, trustees of client mandates. | Existing investors, prospective allocators, consultants and their databases. | ||
| The pain | Every client wants a different format; the team rebuilds dozens of packs each quarter. | Every investor asks for a bespoke cut; the IR team produces them by hand after month end. | ||
| With AlternativeSoft | One template per client format, branded per client, generated in one run from the same data. | One template per investor format, in your brand, generated the day the data lands. |
Each client or investor receives reports in the required brand and layout, from the same underlying data.
Month-end and quarter-end runs generate and send each report to its recipient list automatically.
Share a FluidView link so clients and investors explore the analysis rather than read a PDF.
FluidViewMonthly factsheets and investor letters generated from the same templates.
Factsheet softwareInvestor DDQs and consultant database updates completed with AI from your approved documents.
DDQ automationDisclaimers fixed in templates, every figure auditable, no manual edits at run time.
Each client or investor is assigned the template and brand they need.
Returns, holdings and exposures arrive from providers and your own files.
Up to 100 reports in one run, each checked against the previous period.
PDF by email, FluidView link, Power BI or Excel, as each recipient prefers.
Bring two clients' reports that currently take two different processes. We will show both generated from one data set in one scheduled job.