AlternativeSoft gives asset managers and allocators a unified platform to analyse, compare, and select funds - from long-only equities to private equity and fund-of-funds - powered by live data from the world's leading financial sources.
Capabilities
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.
Data Partners
AlternativeSoft connects directly to industry-leading financial data providers - no CSV uploads, no stale spreadsheets.
Process
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 10 users on one licence.
Licensing
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.
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