FluidView — Interactive Dashboards for Fund & Portfolio Data

What is this feature?

FluidView is AlternativeSoft's new interactive dashboard module — designed to replace static PDF factsheets and manual spreadsheets with fully dynamic, real-time data visualisations. Choose from pre-built templates for Fund Factsheets or Manual Portfolio Construction Dashboards and every chart, metric and comparison updates instantly as you change any input.

FluidView is fully brandable: add your logo, choose your brand colours and customise the metrics displayed. The result is a polished, professional dashboard that stands out to allocators and investors — delivered in your firm's identity, not a generic template.

Watch the demo video below to see FluidView in action across both the Fund Factsheet and Portfolio Construction templates.

What you can do

• Pre-built templates: Fund Factsheet and Manual Portfolio Construction Dashboard ready to use immediately
• Real-time updates: change any input — asset, date, benchmark — and all charts update instantly
• Performance history: full performance, ratios, exposures and risk stats auto-populated from the platform
• Portfolio dashboard: top/bottom contributors, allocations, risk and return metrics all in one view
• White-label branding: add your logo and brand colours for client-ready professional dashboards
• Dynamic comparisons: switch benchmarks, change date ranges and filter assets — everything updates simultaneously