Vendor categories and star ratings tell a selector where a fund sits in someone else's box. AlternativeSoft lets you screen 400,000+ mutual funds and ETFs on 4,000+ statistics, rank them in your own peer groups, separate manager skill from style, build model portfolios and report, with the alternatives your clients hold in the same book.
AlternativeSoft is mutual fund and ETF analysis software for professional fund selectors. It holds 400,000+ mutual funds, UCITS and ETFs from Morningstar, Lipper, Bloomberg and other providers beside 100,000+ alternative funds, so wealth managers, private banks, fund selectors and multi-asset teams screen, compare, rank and monitor mutual funds on 4,000+ statistics, run peer group and factor analysis, build model portfolios and generate factsheets and reports from one platform.
Built for teams that select funds for others, not for individual investors.
| Team | What they do on the platform | ||
|---|---|---|---|
| Wealth managers and private banks | Screen the universe, maintain the recommended list, compare share classes, build model portfolios, produce adviser and client factsheets. | ||
| Fund selectors and multi-managers | Rank funds in custom peer groups, separate manager skill from style, monitor drift and run replacement searches. | ||
| Financial advisers and RIAs | Compare a recommended mutual fund with alternatives and hedge funds side by side and document the choice. | ||
| Asset owners | Select public market managers with the same process used for alternatives, in one portfolio. |
Filter mutual funds, UCITS and ETFs on 4,000+ statistics, fees, domicile, share class, manager tenure and ESG data.
Fund search and screeningBuild peer groups by strategy, region, size or your own list, rather than relying on a vendor category.
Peer group analysisReturns-based style and factor analysis shows how much of a fund's return is factor exposure and how much is manager skill.
Style and factor analysisConstruct and optimise model portfolios of mutual funds and ETFs, with hedge funds and private markets if you hold them.
Portfolio constructionDrift, style change, manager change and peer-rank movement flagged on every fund on the recommended list.
Investment monitoringFactsheets, buy-list documents and client reports from templates in your brand.
Factsheet softwareMorningstar, Lipper and Bloomberg data in one database, reconciled, with share-class detail.
Vendor categories are a starting point; a selector needs its own peer sets.
A fund that is all style and no skill should be visible in one screen.
If clients hold hedge funds or private assets, the analysis should not stop at mutual funds.
Buy lists, factsheets and client reports from the same data, in your brand.
Selection teams are small; the licence should be proportionate.
Bring your buy list. In 45 minutes we will rank every fund on it against a custom peer group, show the factor exposures and generate a factsheet for one of them.