Research funds, build model portfolios and monitor risk in one place. AlternativeSoft is the fund research platform used by 150+ institutions, including discretionary managers.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
Discretionary fund managers use research and analytics software to select funds, build model portfolios and monitor them over time. They need consistent risk measures, peer comparison and clear reporting for clients and compliance. AlternativeSoft provides these on one platform across hedge funds, mutual funds and private markets.
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One platform from fund research to client report.
Screen a database of 500,000+ funds by strategy, track record and risk statistics.
Check whether each holding still earns its place against comparable funds.
Build and compare model portfolios, with risk and diversification shown.
Test model portfolios against historical and hypothetical shocks.
Track performance, drawdown and style drift as new returns arrive.
Produce fact sheets and reports in PDF and Excel in your own branding.
Discretionary managers answer for the funds they hold. AlternativeSoft gives them one view of risk and performance across every model portfolio, with a record of why each fund is there.
Screen the database and rank candidates against a peer group.
Build model portfolios and test them.
Track risk and style drift across every holding.
Send clients and compliance a branded report.
| Area | Spreadsheets and separate tools | AlternativeSoft |
|---|---|---|
| Fund research | Limited to known funds | 500,000+ funds in one database |
| Model portfolios | One file per model | Built and compared on one platform |
| Monitoring | Checked occasionally | Updated as new returns arrive |
| Stress tests | Rarely run | Historical and hypothetical scenarios |
| Client reports | Assembled manually | White-labelled reports on a schedule |
Yes. Each model portfolio can be built, tested and monitored separately.
Notes and decisions are kept with each fund, which gives a clear record for review. Your compliance team decides what the process must capture.
Hedge funds, mutual funds and private market funds are covered in one database.
Yes. You can import holdings and returns from Excel or through data feeds. The platform also links to Bloomberg, Refinitiv, eVestment, Preqin, Morningstar, HFR, Pitchbook, Albourne and WithIntelligence.
Yes. A 14 day free trial is available after a demo, with onboarding support from our team.
Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.