Keep every fund, manager and portfolio under continuous review. AlternativeSoft is the investment monitoring platform used by 150+ institutions to track risk, performance and exposures in one place.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
Investment monitoring software tracks the funds and portfolios an institution has already invested in. It measures performance, risk and exposures against benchmarks, peer groups and mandate limits, so problems are seen early. AlternativeSoft does this for multi-manager portfolios across hedge funds, mutual funds and private markets, using a database of 500,000+ funds and 4,000+ risk-adjusted statistics.
One investment monitoring system for the whole portfolio, from a single manager to the total fund.
Follow returns against benchmarks and peers over any period, with rolling and cumulative views for each manager and for the portfolio.
Measure maximum drawdown, modified value at risk and downside statistics, and see which holdings drive the risk.
Track factor exposures through time so a manager moving away from the stated strategy is visible before the next review.
Check whether each holding still earns its place by ranking it against comparable funds on Sharpe, Sortino, Omega and Calmar ratios.
Aggregate exposures across funds to see the true position of a multi-manager portfolio by strategy, region and asset class.
Monitor IRR, TVPI, DPI and RVPI for private equity and credit funds alongside the liquid part of the portfolio.
Most monitoring still happens in spreadsheets, rebuilt by hand before every committee meeting. AlternativeSoft replaces that cycle with one investment monitoring platform that updates as new data arrives, so the review is always ready.
Import positions from Excel or connect a data feed. Funds are matched to the 500,000+ fund database.
Choose the benchmark, peer group and risk limits for each manager and for the total portfolio.
Open one view of performance, drawdown, style drift and peer rank for every holding.
Publish monitoring reports and fact sheets in PDF or Excel, on demand or on a schedule.
Hedge funds, mutual funds and private market funds can be monitored together. Liquid funds are measured with return-based statistics, and private equity and credit funds with IRR, TVPI, DPI and RVPI.
You can import holdings and returns from Excel or through direct data feeds. The platform also links to Bloomberg, Refinitiv, eVestment, Preqin, Morningstar, HFR, Pitchbook, Albourne and WithIntelligence.
Yes. Fund and portfolio fact sheets and investor-ready reports can be scheduled and produced in PDF and Excel, using white-labelled templates in your own branding.
Accounting systems record transactions and valuations. Investment monitoring software analyses the managers themselves: Risk, performance against peers, style drift and exposures. AlternativeSoft is built for that analytical layer.
Yes. A 14 day free trial is available after a demo, with onboarding support from our team.
Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.