Automated Reporting — Reports That Generate Themselves

Hedge Fund Reporting Automation Software

AlternativeSoft automates hedge fund reporting for investment committees, investors and regulators. Generate white-labelled performance reports, fund fact sheets, risk summaries and attribution reports automatically — refreshed every period without manual work.

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Automate:IC ReportsFund Fact SheetsRisk ReportsAttribution ReportsInvestor UpdatesPower BI
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 Management•AllianceBernstein•BNP Paribas•Bessemer Trust•Raiffeisen Capital Management•Unigestion•Lyxor Asset Management•Kedge Capital•Lumyna Investments•Progressive Capital•Aberdeen Asset Management•AllianceBernstein•BNP Paribas•Bessemer Trust•Raiffeisen Capital Management•Unigestion•
The Problem & The Solution

Reporting Automation — End the Monthly Manual Effort

The Reporting Burden for Hedge Fund Allocators

Monthly and quarterly reporting consumes analyst time that should be spent on investment decisions — not data compilation and formatting.

  • Monthly and quarterly IC reports require days of manual data compilation from multiple sources every period
  • Building professional fund fact sheets and investor reports requires design skills most investment teams lack
  • Risk reports and attribution must be produced consistently every period — a significant recurring workload
  • Regulatory reporting requirements are increasingly demanding without automated data extraction
  • Last-minute report corrections due to data errors create stress and reputational risk at critical governance moments

How AlternativeSoft Automates Hedge Fund Reporting

Every report you produce on a schedule — generated automatically from live data, formatted professionally, delivered on time.

  • Investment committee reports generated automatically from live portfolio data — performance, risk, attribution and market commentary
  • White-labelled fund fact sheets branded to your organisation with automated data population every period
  • Risk reports with VaR, drawdown, factor exposures and peer benchmarking generated on schedule without manual work
  • Attribution reports decomposing portfolio returns by manager, strategy and factor — refreshed automatically
  • Power BI connector for custom reporting dashboards built on live AlternativeSoft data
Reporting Automation

Every Hedge Fund Report Automated

From IC presentations to investor updates — generated automatically, every period.

Investment Committee Reports

Full IC packs — performance summary, risk analysis, attribution, portfolio positioning and manager updates — generated automatically from live portfolio data.

Fund Fact Sheets

White-labelled fact sheets with automated performance data, risk statistics, portfolio characteristics and peer comparisons — branded to your organisation.

Risk Reports

Automated risk reports covering VaR, drawdown, factor exposures, correlation and peer benchmarking — scheduled for monthly, quarterly or on-demand generation.

Attribution Reports

Automated performance attribution by manager, strategy, factor and geography — refreshed every period and formatted for investment committee or investor use.

Power BI Connector

Connect AlternativeSoft data directly to Power BI for custom interactive dashboards and reporting visualisations tailored to your requirements.

Scheduled Delivery

Schedule all reports for automatic generation and delivery on your reporting calendar. Never miss a reporting deadline or produce reports from stale data.

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 Reporting Automation Works

01

Set Up Report Templates

Choose from AlternativeSoft's institutional report template library or create custom templates matched to your organisation's branding and format requirements.

02

Reports Run Automatically

On your scheduled reporting dates, AlternativeSoft pulls the latest data, populates all templates and generates final reports — all without manual intervention.

03

Review and Distribute

Review auto-generated reports, add any qualitative commentary and distribute to investment committees, investors or regulators on schedule.

Who This Is For

Who Benefits from Automated Reporting

Portfolio Managers

Reclaim the days spent on manual report production each period. AlternativeSoft generates all standard reports automatically so you focus on investment decisions.

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Fund of Funds Managers

Deliver professional investor reporting automatically. White-labelled fact sheets and performance updates sent on schedule without analyst involvement.

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Pension Funds

Produce consistent, high-quality IC and trustee reports automatically. Eliminate reporting errors and last-minute corrections from manual data compilation.

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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

AlternativeSoft automates investment committee report packs, fund fact sheets, performance attribution reports, risk monitoring reports (VaR, drawdown, factor exposures), peer benchmarking reports, portfolio exposure summaries, investor quarterly updates and custom reports via the Power BI connector.
AlternativeSoft's reporting templates are fully customisable with your organisation's branding — logo, colours, font and page layout. Performance data, risk statistics and charts populate automatically from live portfolio data. The output appears as a professional, branded document without manual design or data entry.
AlternativeSoft's Power BI connector allows data in the platform — fund performance, risk statistics, attribution, exposure data — to be connected directly to Microsoft Power BI. This enables organisations to build fully custom interactive reporting dashboards without manually exporting data to Excel as an intermediate step.
AlternativeSoft's reporting scheduler allows you to define a reporting calendar — for example, monthly fact sheets on the 5th business day, quarterly IC reports on the 10th. The platform generates and delivers these reports automatically using the latest available data.
Yes. AlternativeSoft can produce regulatory reporting outputs alongside standard investment committee reports. For AIFMD, Solvency II and other regulatory frameworks, the platform extracts the required data fields and formats them according to regulatory specifications.
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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