AlternativeSoft is the complete investment management software platform — covering fund screening across 500k+ funds, portfolio construction with 9 optimisation models, risk analytics, AI-powered due diligence and automated reporting. Trusted by 150+ institutions managing $1.5tn+ since 2005.
One investment management software platform covering the complete investment lifecycle — from fund discovery to portfolio construction, risk analytics and client reporting.
Advanced Portfolio Analytics dashboard
Screen 500k+ hedge funds, mutual funds, ETFs and private market funds across 50+ quantitative criteria simultaneously. Investment management software with the broadest fund universe available.
9 portfolio optimisation models — Max Sharpe, CVaR, Black-Litterman, Risk Parity and more — with real-world constraints. Investment management software built for institutional capital allocation.
Investment management software with 4,000+ statistics including CVaR, VaR, max drawdown, factor analysis, style analysis and stress testing across all positions and time periods.
The only investment management software with integrated AI DDQ completion — automates due diligence questionnaires in minutes, flags compliance issues and centralises all ODD documentation.
Investment management software with quartile rankings, rolling analytics and candlestick charts across 6,100+ fund peer groups — benchmark any fund against thousands of relevant peers.
Investment management software with automated fact sheet generation, white-label branded reports and direct integration with Bloomberg, Power BI and Excel API for seamless distribution.
AlternativeSoft's investment management software aggregates 500k+ funds from all major providers into a single normalised database — no data silos, no manual reconciliation.
Define your investible universe with 4,000+ quantitative criteria. Investment management software that finds alpha, identifies peer outliers and builds shortlists with precision and speed.
Investment management software that builds model portfolios, runs mean-variance optimisations, tracks subscriptions and redemptions, and monitors risk in real time across all fund types.
Generate boardroom-quality investor reports and customisable fund fact sheets at the click of a button. Investment management software with free white-labelled templates included.
The only investment management software with integrated AI DDQ automation — complete due diligence questionnaires in minutes, not weeks. Fully cloud-hosted, zero installation.
AlternativeSoft's investment management software delivers sophisticated performance analysis — assess and interpret fund performance with detailed insights, comparative analysis and optimisation tools.
Gain a competitive edge with AlternativeSoft's in-depth investment fund analysis. Investment management software that makes informed decisions based on comprehensive data and analytics.
How AlternativeSoft investment management software handles the complete institutional investment workflow.
Investment management software integrating 10+ data providers — Bloomberg, Morningstar, HFR, Preqin and more — into a single normalised database of 500k+ funds. Import proprietary data via Excel or API.
Apply 50+ quantitative filters simultaneously. Run peer group analysis, style analysis and risk assessment. Investment management software that surfaces the best funds for your institutional mandate.
Run 9 portfolio optimisation models with IPS constraints. Generate automated white-label reports. Investment management software that closes the loop from data to decision to documentation.
How AlternativeSoft compares to other investment management software platforms on coverage, depth and integration.
| Capability | AlternativeSoft | Morningstar Direct | Bloomberg PORT | Preqin | FactSet |
|---|---|---|---|---|---|
| Fund screening (500k+ universe) | Partial | Partial | |||
| Portfolio optimisation (9 models) | Partial | Partial | |||
| CVaR and tail risk analytics | |||||
| AI-powered DDQ completion | |||||
| Private equity analytics (IRR, PME) | |||||
| Style and factor analysis | Partial | ||||
| Peer group analysis (6,100+) | Partial | Partial | |||
| White-label reporting | Partial | Partial | |||
| Excel API integration | |||||
| Module-based pricing |
AlternativeSoft investment management software serves institutional investors across every asset class and mandate type.
Investment management software designed for pension fund alternatives — IPS constraints, trustee reporting, drawdown controls and compliance monitoring built in.
Learn moreMulti-asset investment management software covering hedge funds, private equity and real assets with custom concentration constraints and bespoke risk tolerance parameters.
Learn moreYale-model inspired investment management software with explicit alternatives allocation optimisation, PE cash flow modelling and automated endowment reporting.
Learn moreInvestment management software for multi-manager platforms — run 20-60 manager portfolios with quarterly rebalancing, peer benchmarking and automated investor reports.
Learn moreEnterprise investment management software with complex multi-currency, geography and sector constraints across a 500k+ fund universe for global allocation decisions.
Learn moreInvestment management software that helps funds raise capital, build track records and attract allocators with automated factsheets and peer group positioning.
Learn moreThe AlternativeSoft platform is an intuitive application that is additive to our portfolio construction and risk monitoring processes. The support team has been very helpful in supporting our implementation and on-going use of the software.
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 real added value to our team.
From statistical analysis on a single hedge fund, screening the investment universe and peer group analysis, to portfolio construction, risk analysis and stress testing — one of the most effective and intuitive tools I have handled.
Investment management software is a platform that helps institutional investors screen, analyse and manage investment portfolios — covering fund selection, portfolio construction, risk management, due diligence and reporting. AlternativeSoft's investment management software provides all of these capabilities in one integrated platform accessible from any browser.
AlternativeSoft covers the complete investment lifecycle in one investment management software platform — fund screening across 500k+ funds from 10+ providers, portfolio optimisation with 9 models including CVaR and Black-Litterman, AI-powered due diligence and automated reporting. Most investment management software platforms cover only one or two of these areas, requiring multiple subscriptions.
Yes. AlternativeSoft investment management software covers all asset classes — hedge funds, mutual funds, ETFs, private equity, private credit, real estate and infrastructure — across Bloomberg, Morningstar, HFR, Preqin and other data providers, all normalised into a single SQL database.
AlternativeSoft investment management software includes 9 portfolio optimisation models — mean-variance, Max Sharpe, CVaR, Black-Litterman, Risk Parity, Min Variance, Omega Ratio, Max Diversification and What-If scenarios — with hard and soft constraints matching your IPS requirements.
Yes. AlternativeSoft is purpose-built as investment management software for institutional investors including pension funds, endowments, family offices, sovereign wealth funds and fund of funds — with IPS constraint management, drawdown controls, trustee-grade reporting and full compliance audit trails.
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