Hedgeweek Best Risk Management Software - 4 Years Running

Portfolio Management Software
For Institutional Allocators.

Award-winning portfolio management software for institutional investors managing hedge funds, mutual funds and private markets. Build, optimise and monitor multi-asset portfolios with institutional-grade analytics. Trusted by 150+ institutions managing over $1.5tn since 2005.

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150+
Institutional clients
worldwide
$1.5tn+
AuM managed by
our clients
500k+
Funds in our
database
20+
Years of excellence
since 2005
Hedgeweek Award
Best Risk Management Software 2022-2025
Capterra Top Performer
Investment Management Software
20+ Years Trusted
Since 2005 serving institutional investors
150+ Institutions
Pension funds, family offices, endowments
Platform Capabilities

Everything You Need in One Platform

From fund screening and portfolio construction to risk analytics, automated reporting and AI-powered due diligence - all within a single institutional-grade system.

Portfolio Construction and Optimisation

Build optimised multi-asset portfolios with mean-variance optimisation, Black-Litterman, risk parity and factor-based approaches. Integrate hedge funds, private equity and mutual funds in one framework.

Performance Attribution

Analyse return attribution at fund, factor and sector level. Understand what is driving performance and risk across your full portfolio with clear, auditable attribution reports.

Multi-Asset Risk Analytics

Comprehensive risk measurement across VaR, CVaR, drawdown analysis, stress testing, scenario analysis and factor attribution for traditional assets and alternatives in one framework.

Fund Research and Screening

Access 500,000+ funds including hedge funds, mutual funds, ETFs and private markets funds. Screen using 4,000+ risk-adjusted statistics to build your investible universe with precision.

AI Cloud ODD Platform

The only portfolio management software with an integrated AI-powered operational due diligence platform. Complete DDQs in minutes, centralise ODD documents and automate compliance checks.

Reporting and Client Communications

Generate professional portfolio reports, fund fact sheets and investment committee presentations automatically. Branded, accurate and consistent with zero manual formatting.

The Full Portfolio Lifecycle

Portfolio Management Software That Covers the Full Investment Cycle

AlternativeSoft is designed for institutional allocators who need a single platform to cover the entire investment management workflow - from initial fund research through portfolio construction, ongoing monitoring, operational due diligence and client reporting - without the cost and complexity of running multiple disconnected systems.

  • Integrated data universe - Bloomberg, Morningstar, eVestment, Preqin and 10+ more data providers in one platform. No manual data aggregation, no version control issues.
  • Institutional analytics depth - Over 4,000 risk-adjusted statistics covering absolute risk, relative risk, tail risk, style analysis, factor exposure and drawdown metrics across all asset classes.
  • Private and public markets - One of the only platforms that genuinely integrates private equity and private credit performance measurement alongside hedge funds and liquid alternatives.
  • Cloud-native, zero installation - Fully browser-based. Access from anywhere. Enterprise-grade security. Automatic updates. No IT infrastructure required.
  • Proven institutional track record - Trusted by pension funds, endowments, family offices and fund of funds globally. Hedgeweek Best Risk Management Software four consecutive years.
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Reporting Analytics
Who We Serve

Built for Institutional Investors

AlternativeSoft serves the full spectrum of institutional allocators who need professional-grade investment management software.

Pension Funds

Manage your full alternatives programme with integrated fund research, portfolio construction, risk monitoring and regulatory reporting.

Endowments and Foundations

Build and monitor diversified portfolios with the analytical rigour your investment committee and governing board requires.

Family Offices

Institutional portfolio management capability for single and multi-family offices managing alternative and traditional assets from one platform.

Fund of Funds

Screen your full manager universe, construct optimised portfolios and generate consistent reporting across all underlying funds at scale.

Financial Advisors

Deliver professional alternatives analysis and portfolio reporting to your most sophisticated clients without the infrastructure of a large institution.

Sovereign Wealth Funds

Institutional-grade portfolio analytics, reporting and ODD workflow management for large, complex multi-asset programmes.

The Portfolio Management Software Platform Built for Institutional Investors

Book a personalised demonstration and see how AlternativeSoft helps leading institutional investors streamline their full portfolio management workflow from fund screening to investor reporting.

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Frequently Asked Questions

Common Questions

What is portfolio management software for institutional investors?
Institutional portfolio management software enables investment teams to research and select funds, construct and optimise multi-asset portfolios, measure and attribute performance, monitor risk, conduct operational due diligence on managers and generate reporting for investment committees and regulators. AlternativeSoft covers all of these workflows in a single integrated platform purpose-built for alternative investment allocators.
How does AlternativeSoft support multi-asset portfolio management?
AlternativeSoft integrates hedge funds, private equity, private credit, mutual funds and ETFs in a single portfolio framework. Allocators can construct and optimise portfolios across all these asset classes simultaneously, measuring risk and performance on a consistent basis and generating unified reporting across the full multi-asset book.
What portfolio optimisation methods does AlternativeSoft support?
AlternativeSoft supports mean-variance optimisation, Black-Litterman, risk parity, minimum variance and factor-based portfolio construction approaches. All methods can incorporate alternative funds alongside traditional assets and can be constrained by allocation limits, liquidity requirements and risk budgets.
Can AlternativeSoft replace multiple systems?
Yes. Many AlternativeSoft clients consolidate separate fund research databases, portfolio analytics tools, ODD workflow systems and reporting tools into a single platform. The result is reduced operational cost, eliminated data reconciliation work and a single consistent source of truth for the investment team.
Does AlternativeSoft include operational due diligence features?
Yes. AlternativeSoft includes a dedicated cloud-based ODD platform - the Due Diligence Exchange - which uses AI to complete DDQs, process fund documents, generate manager profiles, flag compliance issues and centralise all ODD documentation. This is available as part of the platform or as a standalone cloud product.
What reporting outputs does AlternativeSoft generate?
AlternativeSoft generates fund fact sheets, portfolio performance reports, risk attribution summaries, investment committee presentations, regulatory reporting data and client-facing communications. All outputs are branded and produced automatically from the platform, eliminating manual report preparation.