The cloud portfolio construction platform built for advisors running portfolios where hedge funds sit alongside mutual funds. Integrated Bloomberg, Lipper and Morningstar data. Risk analytics that account for fat tails and drawdowns. Client-ready reports that hold up when the questions come.
Client Portfolio · Balanced Growth
Hedge funds + mutual funds · multi-asset
Most advisor tools are excellent for mutual funds. The moment hedge funds enter the mix, the analysis and reporting both get noticeably harder. Here's where AlternativeSoft steps in.
Morningstar and Quantalys work well for traditional funds, but their hedge fund coverage and screening criteria weren't built for non-traditional managers.
Mean-variance frameworks miss what matters for hedge funds: fat tails, skewness, drawdowns and the kinds of return patterns alternatives actually produce.
Standard proposal tools weren't designed for non-normal returns. The output doesn't hold up in front of a client who's about to ask hard questions.
Build client portfolios that combine traditional and alternative funds in a single workflow - with analytics underneath that actually reflect how each asset class behaves.
Stop stitching together exports. AlternativeSoft connects directly to the data sources advisor teams already use, alongside the deep alternatives coverage allocators rely on.
Standard advisor tools assume mean-variance behaviour. Hedge funds don't always cooperate. AlternativeSoft's analytics handle the tails, the skew, and everything mean-variance misses.
When markets move and clients call, the answer should be sitting in the report you already prepared - not three days of work away. Generate proposals and review reports that make sense to a client, in a format you control.
When the portfolio is down, clients ask specific questions. With AlternativeSoft, the analysis is already done and surfaced in a client-ready format - so when the question comes, the answer is in the report you already prepared.
From fund research to portfolio construction to client reporting - all the analytics your team needs, integrated into one workflow.
Screen 500,000+ funds across mutual funds, hedge funds and ETFs with 4,000+ statistics.
Benchmark any fund against thousands of true peers across all key risk/return metrics.
Identify factor exposures, true alpha, and style drift across the portfolio.
Build, optimise and compare multi-asset model portfolios with constraints that match client mandates.
Track returns, P&L, exposures and risk across all client portfolios in real time.
White-labelled client proposals and review reports - branded, batch-generated, on schedule.
Advisors need institutional analytics without an institutional operations team. Each stage below is scoped to what a practice can realistically run in-house.
Compare hedge funds and mutual funds side by side, with fat-tail and drawdown analytics standing behind the recommendation.
Core to your processDraw on manager due diligence records where a client asks the hard question, without standing up an institutional ODD function of your own.
Reference, not a programmeIntegrated Bloomberg, Lipper and Morningstar data, so client portfolios stay current without manual rekeying.
Core to your processSuitability-ready client reports and review documents produced in minutes, branded to your practice.
Core to your processSee the stages applied to a live client portfolio on a 30 minute call.
Request a DemoEnter the hours you and your team spend on each stage today. The figure on the right is time returned to advice rather than administration.
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Percentage of each activity absorbed by the platform. Defaults are deliberately conservative and every one of them is yours to change.
Based on of the hours you entered above coming back to the team.
This model prices reclaimed hours only. It says nothing about the suitability file quality that usually matters more at review time, which is easier to show than to calculate.
If building portfolios that combine hedge funds and mutual funds is part of what your team does, the easiest next step is a short walkthrough. We'll show you how advisor teams are using AlternativeSoft today - no pressure, no hard sell.
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