Automated Reporting for Family Offices

Family Office Reporting Software:
Institutional-Quality Reports in Minutes

Generate professional, customisable investment reports for family office clients. AlternativeSoft produces performance attribution, risk analytics and portfolio commentary in your house format — automatically from live data.

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

Why Choose AlternativeSoft for Family Office Reporting Software

Institutional analytics trusted by 150+ leading investors worldwide.

Portfolio Analytics

Risk-adjusted return measurement, factor analysis and peer benchmarking across all asset classes — the same tools used by the world's largest allocators.

Due Diligence

AI-powered DDQ automation and compliance flagging — streamline the hedge fund selection and ODD process for your investment team.

Client Reporting

Customisable, client-facing reports with performance attribution, risk analytics and market commentary generated in minutes.

Report Generation
Report Generation

Report Generation

AlternativeSoft's reporting engine produces institutional-quality reports for family office clients — covering performance, risk, attribution and market commentary in any format.

  • Customisable templates: house-branded reports with your logo, colours and commentary style
  • Performance attribution: Brinson attribution by fund, strategy and geography for any period
  • Risk reporting: VaR, drawdown, Sharpe and peer benchmark comparisons
  • Alternative investment reporting: hedge fund, private equity and liquid alternatives coverage
  • Automated generation: batch generate reports for all clients simultaneously
  • Multiple formats: PDF, Excel and PowerPoint output
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Alternative Investment Reporting
Alternative Investment Reporting

Alternative Investment Reporting

Institutional-quality alternative investment reporting for family office clients — covering hedge funds, private equity and liquid alternatives with full attribution.

  • Hedge fund performance: risk-adjusted returns, drawdown and peer quartile rankings
  • Private markets reporting: IRR, TVPI, DPI, RVPI and cash flow projections
  • Liquid alternatives: factor attribution and peer benchmarking for UCITS and 40-Act funds
  • Portfolio consolidation: aggregate reporting across all asset classes and vehicles
  • Regulatory reporting: FATCA, CRS and beneficial ownership reporting support
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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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