Elevate Your Investment Reporting with AlternativeSoft

Insightful. Automated. Customizable.

Get Started Explore Benefits

What is AlternativeSoft's Reporting?

In the world of investment, comprehensive and accurate reporting is essential for making informed decisions. AlternativeSoft's Reporting capabilities provide you with deeper insights, automated processes, and access to free white-labelled fact sheets, transforming how you manage and present your investment data.

Why Choose AlternativeSoft?

Insightful Analysis

Gain deeper insights into your investments with advanced analytics and customizable reporting tools.

Automation and Efficiency

Streamline your reporting process with automated scheduling and template generation, saving time and resources.

Professional and Customizable

Present your data professionally with white-labelled fact sheets and customizable templates that align with your brand.


Deeper Insights with Power BI

  • Enhanced Analysis: Integrate Power BI to perform deep dive analysis within your existing dashboards and reports.
  • Interactive Visualizations: Use Power BI’s advanced visualization tools to gain a clearer understanding of your investment data.
Discover More

Flexible Excel API

  • Customizable Functions: Leverage a flexible, easy-to-use Excel API with hundreds of available functions to customize your reports.
  • Seamless Integration: Integrate seamlessly with Excel for enhanced data manipulation and presentation.
Discover More

Automated Reports

  • Scheduled Reporting: Schedule and automate up to 100 fund or portfolio reports at once, ensuring timely and consistent updates.
  • Efficiency Boost: Save time and reduce manual effort with automated report generation.
Discover More

Bespoke Templates

  • Template Automation: Automate the creation of bespoke templates for various types of reports, including fact sheets, portfolio reports, fund peer group analysis, exposure analysis, and stress testing.
  • Extensive Library: Access over 50 free templates to facilitate the production of high-quality reports tailored to your needs.
Discover More

White-Labelled Fact Sheets

  • Professional Presentation: Utilize free white-labelled fact sheets to present your data professionally under your brand.
  • Customization Options: Customize fact sheets to reflect your branding and specific informational requirements.
Discover More

Transform Your Reporting Process

Enhance your investment reporting with AlternativeSoft’s powerful and customizable tools. Gain deeper insights, automate report generation, and present your data with professional white-labelled fact sheets.

Funds Database

The most comprehensive funds' aggregator on the market.

Funds Search

Screen your database, categorise & find alpha.

Peer Group

Benchmark a fund against thousands of peers.

Style Analysis

Calculate sensitivity to factors & manager skill.

Portfolio Management

Calculate portfolio returns attribution buy & sell funds.

Portfolio Construction

Build portfolios and measure their current risks.

API & PowerBI Connector

Add a more deep dive analysis into your existing dashboards, and your existing reports.

Allocators Due Diligence Process

Define due diligence workflows and evaluate manager performance while integrating manager data collection.

Hedge Funds Due Diligence

Complete RFPs, RFIs, and questionnaires to one easy-to-access platform.

Explore Our Knowledge Center

Delve into our Knowledge Center for valuable resources, including brochures, case studies, and research articles, designed to enhance your understanding of the investment landscape.

Featured Content

Investment Due Diligence with AlternativeSoft

Explore our Investment Due Diligence brochure to learn about our rigorous methodologies and how we can help you make well-informed investment decisions.

Read More!

Case Study

Swiss Family Office Case Study

Discover how our tailored solutions helped a Swiss Family Office achieve their financial goals and gain a competitive advantage in today's complex investment landscape.

Read More!

Applied Research

By AlternativeSoft A Stress Test Analysis: What are the Most Resilient Hedge Funds Strategies?

Although the federal reserve has not yet announced a recession, the U.S. economy has slowed significantly in terms of the rate of real GDP growth compared to the previous year.

Read More!

Try AlternativeSoft Today

Experience the future of investment reporting. Contact us for a demo and discover how AlternativeSoft can transform your reporting process.