Institutional Hedge Fund Analytics Scaled for Family Offices

Hedge Fund Analytics for Family Offices

AlternativeSoft gives family offices access to the same institutional-grade hedge fund analytics used by the world's largest pension funds and fund of funds — at a price point and scale appropriate for sophisticated family office investment teams.

Family office use cases:Manager ResearchPortfolio ConstructionDue DiligenceRisk MonitoringUHNW ReportingMulti-Family
Hedgeweek Best Risk Management Software
4 Consecutive Years — 2020 · 2021 · 2022 · 2023
150+
Institutional clients worldwide
$1.5tn+
AuM managed by our clients
500k+
Funds in our database
Trusted by
Aberdeen Asset ManagementAllianceBernsteinBNP ParibasBessemer TrustRaiffeisen Capital ManagementUnigestionLyxor Asset ManagementKedge CapitalLumyna InvestmentsProgressive CapitalAberdeen Asset ManagementAllianceBernsteinBNP ParibasBessemer TrustRaiffeisen Capital ManagementUnigestion
The Problem & The Solution

Institutional-Quality Analytics — Accessible to Family Offices

Hedge Fund Analytics Challenges for Family Offices

Family offices face a specific challenge: institutional-quality analytical requirements with a team and budget fraction of institutional size.

  • Most institutional analytics platforms are priced and scaled for very large institutions — inaccessible or impractical for family offices
  • Small investment teams cannot maintain multiple point solutions — separate database, analytics, ODD and reporting subscriptions
  • Conducting institutional-quality due diligence on hedge fund managers without a dedicated ODD team is genuinely difficult
  • Client reporting for UHNW families requires professional, branded output that basic analytics platforms cannot produce
  • Lack of systematic processes creates key-person dependency — analytical knowledge lives with individual team members

How AlternativeSoft Serves Family Offices

Institutional analytical depth in one platform — at family office economics.

  • One integrated platform covering database, analytics, due diligence and reporting — replacing 3–4 separate subscriptions
  • Module-based pricing allowing family offices to pay only for the capabilities they need and scale up as required
  • AI-powered due diligence enabling small teams to conduct institutional-quality ODD efficiently without dedicated headcount
  • Professional UHNW client reporting with full white-label capability — branded to your family office
  • Systematic processes that preserve institutional knowledge and reduce key-person dependency
Family Office Platform

Institutional Hedge Fund Analytics Scaled for Family Offices

Institutional quality. Family office economics. All in one platform.

All-in-One Platform

Fund database, analytics, due diligence and reporting in one platform. Replaces fragmented multi-tool setups that most family offices are currently working around.

Manager Research

Screen 500,000+ funds, run peer group analysis and conduct deep quantitative research on alternative investment managers — systematic, documented and reproducible.

AI Due Diligence

AI-powered DDQ completion means family office teams conduct thorough hedge fund due diligence without a dedicated ODD team. Complete DDQs in minutes, not weeks.

Portfolio Risk Monitoring

Monitor portfolio risk, drawdown and factor exposures across all hedge fund allocations in real time. Receive alerts when risk metrics breach your defined thresholds.

UHNW Client Reporting

Generate professional, white-labelled portfolio reports for UHNW clients. Clear performance summaries, risk analysis and market commentary — automated and branded.

Multi-Portfolio Management

Manage multiple family portfolios simultaneously. Consolidated view across all portfolios or drill down to individual family mandates and specific holdings.

150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005
How It Works

How Family Offices Use AlternativeSoft

01

Research and Screen Managers

Access 500,000+ funds, run peer benchmarking and conduct systematic due diligence. Build your approved manager list without needing specialist ODD consultants.

02

Build and Monitor Portfolios

Construct optimised hedge fund portfolios and monitor risk, performance and exposures continuously. Real-time alerts when thresholds are approached or breached.

03

Report to UHNW Clients

Generate professional, branded portfolio reports for UHNW family clients automatically. Clear, accessible reporting that evidences your investment management value.

Who This Is For

Who Within Family Offices Uses AlternativeSoft

Single Family Offices

Access institutional-grade hedge fund analytics and due diligence tools scaled to your team size and budget. Compete analytically with the largest institutions.

Learn more

Multi-Family Offices

Manage multiple client portfolios efficiently from one platform. Different reporting templates, risk parameters and investment mandates handled simultaneously.

Learn more

Family Office CIOs

Lead your investment programme with institutional-grade analytics, systematic governance and professional client reporting without multiple specialist subscriptions.

Learn more
Client Testimonials

Trusted by 150+ Leading Institutions

AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. An intuitive platform that is additive to our processes.

Aberdeen Asset Management
Head of Risk Management
★★★★★

A practical and user-friendly tool used as part of our portfolio construction and risk management process. Their extensive support and responsiveness provides real added value.

AllianceBernstein
Co-head, Risk Management & Portfolio Construction
★★★★★

From statistical analysis on a single hedge fund to portfolio construction, risk analysis and stress testing — one of the most effective and intuitive tools I have handled.

BNP Paribas
Hedge Fund Solutions
★★★★★
Best Risk Management Software
Hedgeweek — 4 Consecutive Years
Best Portfolio Analytics Platform
HFM European Awards
10+ Industry Awards
Recognised since 2005
ISO & GDPR Compliant
Enterprise-grade Security
FAQ

Frequently Asked Questions

Yes. AlternativeSoft's module-based pricing and scalable design makes it suitable for family offices of various sizes. A small single-family office with a 2–3 person team can use core modules (fund database, analytics, reporting) at appropriate pricing and add capabilities (ODD platform, portfolio construction) as needs grow.
AlternativeSoft provides AI-powered DDQ completion that reads fund documents and generates questionnaire responses automatically, a centralised ODD documentation hub, compliance flagging, re-diligence workflow management and integrated quantitative analytics. Family offices without dedicated ODD teams can conduct thorough, institutional-quality hedge fund due diligence.
Yes. AlternativeSoft covers hedge funds, private equity, mutual funds and other alternative asset classes in one platform. For family offices with allocations across multiple alternative investment types, one platform covers all analytical and reporting requirements.
Yes. AlternativeSoft's reporting module supports full white-label customisation — your logo, brand colours and layout — for client-facing portfolio reports populated automatically from live platform data, scheduled for regular delivery.
AlternativeSoft focuses on alternative investment analytics — hedge fund screening, peer benchmarking, quantitative performance analysis and AI-powered due diligence — alongside portfolio management and reporting. Family offices with significant alternatives allocations often find AlternativeSoft's analytical depth superior for hedge fund and private market manager research and due diligence.
Request a Demo

See AlternativeSoft
in Action

Join 150+ institutional investors who rely on AlternativeSoft to select and monitor funds. Book a personalised demo with our team today.

  • Live walkthrough of the full platform
  • Tailored to your asset class — hedge funds, mutual funds or private markets
  • Q&A with our investment analytics specialists
  • Free trial access available following the demo
  • Dedicated onboarding and implementation support
Hedgeweek Best Risk Management Software — voted by clients 4 years running
Data integrations include:
BloombergeVestmentMorningstarPreqinPitchbookHFR

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