AlternativeSoft gives banks one governed platform to analyse, compare and validate every fund you recommend, from long-only equities to private equity and fund of funds, with live data from the world's leading financial sources and the evidence your investment committee expects.
From risk-adjusted return analysis to style drift detection, all the tools institutional investors need in one place.
Deep-dive performance attribution, risk metrics, factor exposure, and peer comparison for long-only equity and fixed income funds.
Consolidate multi-manager portfolios and fund-of-fund structures. Analyse correlation, overlap, and aggregate risk at portfolio level.
Evaluate PE and alternative fund performance with IRR, TVPI, DPI calculations. Compare vintages and benchmark against industry indices.
Identify style drift before it becomes a problem. Returns-based and holdings-based style analysis surfaces what the label might hide.
Hosted on Microsoft Azure with Single Sign-On (SSO) integration. Enterprise-ready security, compliance, and data governance built in.
Direct connections to Morningstar, PitchBook, Bloomberg, and Albourne keep your fund universe current without manual data entry.
AlternativeSoft connects directly to industry-leading financial data providers, no CSV uploads, no stale spreadsheets.
AlternativeSoft is designed for investment teams, not just quants. Get from raw data to a shortlist in a single session.
Link directly to Morningstar, Bloomberg, PitchBook, and Albourne. Your fund universe populates automatically.
Apply quantitative screens across return, risk, style, liquidity, and ESG criteria to narrow thousands to tens.
Drill into performance attribution, factor exposure, drawdown profiles, and peer rankings for each shortlisted fund.
Export board-ready reports and comparison views. Share findings across your team, all licences on one platform.
Every fund on your shelf carries the bank's name. This is the evidence engine behind it, from screening to committee minutes.
Rank every recommended fund against its true peers with 4,000+ statistics and your own scoring model, aligned to the bank's mandate.
Complete operational due diligence questionnaires in minutes, not weeks, with AI risk flagging across answers, contracts and reports.
Every screen, score and decision documented for investment committee governance. ISO and GDPR compliant, ready for procurement's questions.
Discretionary portfolios optimised under mandate constraints; advisory desks armed with white-labelled fact sheets and peer packs. Style drift flags surface shelf problems before clients do.
Connects to Bloomberg as a data source, and adds the fund analytics the terminal does not have.
Reviews, ODD refreshes and committee papers across every recommended fund. Move the sliders and price your current cycle.
Custom enterprise pricing available for larger teams.
Book a personalised demo and we'll walk through your specific fund universe, data sources, and reporting needs.
Book your demoIncluding the banks and allocators whose fund decisions run on it. More on our references page.
"From statistical analysis on a single hedge fund to portfolio construction, risk analysis and stress testing: one of the most effective and intuitive tools I have handled."
"AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. An intuitive platform that is additive to our processes."
"A practical and user-friendly tool used as part of our portfolio construction and risk management process. Their extensive support and responsiveness provides real added value."
Join 150+ institutional investors. Book a personalised demo tailored to your specific fund universe and reporting needs.
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