AlternativeSoft's reporting suite gives institutional investors deeper insights, automated scheduling and professional white-labelled deliverables — transforming how you manage and present investment data to committees, boards and clients.
In the world of investment, comprehensive and accurate reporting is essential for making informed decisions. Our reporting capabilities provide deeper insights, automated processes and professional white-labelled deliverables — transforming how you manage and present investment data.
Gain deeper insights into your investments with advanced analytics and fully customisable reporting tools — from single fund fact sheets to full portfolio attribution reports.
Streamline your entire reporting process with automated scheduling and template generation — saving your team hours every reporting cycle without sacrificing quality.
Present data professionally with white-labelled fact sheets and bespoke templates that align with your brand — ready for boards, investment committees and clients.
Connect AlternativeSoft's analytics engine directly to Power BI and layer your existing dashboards with institutional-grade investment data. Turn raw fund and portfolio data into compelling visual narratives for your investment committee or client reporting.
For teams that live in Excel, our API provides direct access to AlternativeSoft's full analytical engine — hundreds of functions, fully customisable, requiring no extra infrastructure. Extend your existing models with institutional fund analytics.
Eliminate manual report generation entirely. Schedule and automate batch runs across your full fund or portfolio universe — every report produced consistently, on time, every time — freeing your team for higher-value analysis.
Hit the ground running with over 50 professionally designed templates covering every reporting use case — or build fully bespoke templates tailored to your exact workflows, branding and stakeholder requirements.
Generate institutional-quality fund fact sheets under your brand, at no additional cost. Live performance data, risk analytics, peer group comparisons and exposure analysis — all presented in a polished, client-ready format.
From single-fund analysis to multi-manager portfolio packs — AlternativeSoft covers every institutional reporting use case with precision and consistency.
White-labelled, client-ready fact sheets with performance, risk, liquidity and peer group analytics — free and fully customisable.
Comprehensive portfolio-level reports covering returns attribution, risk breakdown, exposures and allocation analysis.
Rank any fund against its true strategy peers across performance, risk-adjusted returns and factor exposures.
Model portfolio behaviour across bear and bull scenarios, with full tail risk and extreme event analysis.
Drill into factor sensitivities, geographic and sector exposures across your full fund and portfolio universe.
Automated board-ready packs combining portfolio performance, risk overview, due diligence updates and market context.
AlternativeSoft's reporting tools sit on top of a complete institutional investment platform — data, analytics, portfolio management and due diligence all in one place.
500,000+ funds from Bloomberg, Morningstar, HFR, Preqin and more — all in one database.
ExploreScreen with 4,000+ statistics to identify and compare managers across any strategy.
ExploreBenchmark any fund against thousands of relevant peers instantly.
ExploreCalculate factor sensitivities and confirm true manager skill versus beta.
ExploreTrack returns attribution, trades and risk across your full portfolio.
ExploreBuild and stress-test optimised multi-manager portfolios with full risk budgeting.
ExploreCentralised QDD and ODD with AI-assisted workflows and questionnaire management.
ExploreDiscover new hedge funds and connect with 150+ institutional allocators.
ExploreInstitutional investors worldwide trust AlternativeSoft's reporting tools to present investment data with clarity, consistency and confidence.
AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation and relative analyses. One of the easiest softwares for portfolio what-if scenarios and customised fund fact sheets I have ever handled.
A practical and user-friendly tool used as part of our portfolio construction and risk management process. Their extensive support and responsiveness provides genuine added value to our team.
From statistical analysis to portfolio construction, risk analysis and stress testing — one of the most effective, intuitive and efficient tools I have handled in institutional investment management.
Explore our brochures, case studies and research — everything you need to evaluate how AlternativeSoft's reporting tools can transform your investment operations.
Full overview of our reporting capabilities — Power BI, Excel API, automated batch reports, 50+ templates and white-labelled fact sheets.
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How a Swiss Family Office used AlternativeSoft's reporting and analytics tools to achieve their financial goals and gain a competitive advantage.
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A data-driven analysis revealing unexpected patterns in 2024 capital flows — the kind of insight that only institutional-grade reporting and analytics can surface.
Read MoreJoin 150+ institutional investors who rely on AlternativeSoft to automate, customise and elevate their investment reporting. Book a personalised demo with our team today.
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