Achieve Financial Excellence for Endowments

Maximize your endowments financial path and future prosperity. Explore how AlternativeSoft can empower your endowment fund with advanced analytics, customized tools, and a well-established history of expertise.

Get Started Explore Benefits

Why Choose AlternativeSoft?

Discover tailored financial solutions for endowments. At AlternativeSoft, we specialize in empowering endowments to achieve lasting financial excellence. Explore our comprehensive suite of tools and expert guidance designed to navigate the unique challenges and responsibilities of managing endowment funds.

Advanced Portfolio Analytics

Gain a competitive edge with our sophisticated portfolio analytics tools, empowering you to make data-driven investment decisions

Customized Solutions

Tailored to meet the unique needs of Family Offices, our solutions provide the flexibility to adapt to your specific investment goals.

Proven Track Record

Join a community of satisfied clients who have achieved financial success through AlternativeSoft's proven and trusted financial software.

app-image

Advanced Portfolio Analytics

Gain a competitive edge with our sophisticated portfolio analytics tools, empowering you to make data-driven investment decisions.

  • Access unparalleled insights into your investment portfolio.
  • Identify key performance drivers for your investments.
  • Assess and manage risk exposure effectively.
  • Utilize powerful analytics tools for comprehensive portfolio analysis.
Discover More

Insights from Robust Data

At AlternativeSoft, we empower your investment strategy with actionable insights derived from a wealth of robust data sources. Our advanced analytics tools deliver valuable information to guide your decisions and optimize your portfolio. Here's how we make it happen:

  • Gain unparalleled insights into your investment portfolio, identify performance drivers, and assess risk exposure with our powerful analytics tools.
  • Funds aggregated from Morningstar, Bloomberg, Refinitiv, HFR, With Intelligence, Albourne, Preqin and Pitchbook.
  • Our advanced algorithms crunch the numbers to provide you with actionable insights, helping you identify trends, correlations, and opportunities that might otherwise go unnoticed.
Discover More
app-image
app-image

Streamline Manager Selection

Make confident decisions, compare managers, and build diversified portfolios.

  • Make confident decisions in selecting alternative investment managers.
  • Utilize our robust screening and due diligence platform.
  • Compare managers based on a wide range of factors.
  • Build diversified portfolios that align with your institution's investment goals.
Discover More

Gain Confidence and Clarity with Reporting

Enhance your data analysis and streamline reporting with our versatile tools. Gain deeper insights, automate reports, and access free white-labelled fact sheets with AlternativeSoft. Here's how we simplify your data management and reporting process:

  • Power BI: Add a more deep dive analysis into your existing dashboards, and your existing reports.
  • Excel API: Flexible, easy to use, and infinitely customisable (with hundreds of functions available).
  • Automated Reports: Schedule and automate up to 100 fund or portfolio reports at once.
  • Templates:  Automate the creation of bespoke templates to facilitate the production of fact sheets, portfolio reports, fund peer group analysis, exposure analysis, and stress testing. (Over 50 free templates provided covering fact sheets, portfolio reports, fund peer group analysis, exposure analysis, and stress testing).
  • Free white-labelled fact sheets.
Discover More
app-image
app-image

Build Portfolios

Take control of your investment portfolios with powerful tools from AlternativeSoft. Our platform empowers you to optimize, decompose risk, and create customized benchmarks for in-depth portfolio analysis. Explore the capabilities that help you build, assess, and communicate your portfolio strategies:

  • Optimize portfolios on an ex-ante or ex-post basis against 11 different risk engines.
  • Decompose risk and return attribution.
  • Create and analyze ‘what if’ scenarios for your portfolio.
  • Break down all of your portfolio’s cash flows in one screen.
  • Analyse the impacts of allocation decisions and how adding or removing managers can impact your portfolio’s risk/return profile.
  • Create and customise composite benchmarks.
  • Create and customize portfolio fact sheets to share with stakeholders.
Discover More

Connect with managers via our audited digital Operational Due Diligence platform:

Enhance communication and due diligence with your investment managers using AlternativeSoft's secure, audited platform. Streamline the exchange of crucial documentation, DDQs, and investor data with ease. Discover how our platform fosters efficient and secure collaboration:

  • Leverage AlternativeSoft’s secure peer-to-peer Operational Due Diligence platform in order to seamlessly exchange documentation, DDQs and key investor data.
Discover More
app-image

Elevate Your Investment Strategy with Our Services

At AlternativeSoft, we take pride in what our clients have to say. But our commitment doesn't stop at praise. Discover how our services can transform your investment strategy.

Funds Database

The most comprehensive funds' aggregator on the market.

Funds Search

Screen your database, categorise & find alpha.

Peer Group

Benchmark a fund against thousands of peers.

Style Analysis

Calculate sensitivity to factors & manager skill.

Portfolio Management

Calculate portfolio returns attribution buy & sell funds.

Portfolio Construction

Build portfolios and measure their current risks.

API & PowerBI Connector

Add a more deep dive analysis into your existing dashboards, and your existing reports.

Allocators Due Diligence Process

Define due diligence workflows and evaluate manager performance while integrating manager data collection.

Hedge Funds Due Diligence

Complete RFPs, RFIs, and questionnaires to one easy-to-access platform.

Explore Our Knowledge Center

Delve into our Knowledge Center for valuable resources, including brochures, case studies, and research articles, designed to enhance your understanding of the investment landscape.

Featured Content

Investment Due Diligence with AlternativeSoft

Explore our Investment Due Diligence brochure to learn about our rigorous methodologies and how we can help you make well-informed investment decisions.

Read More!

Case Study

Swiss Family Office Case Study

Discover how our tailored solutions helped a Swiss Family Office achieve their financial goals and gain a competitive advantage in today's complex investment landscape.

Read More!

Applied Research

By AlternativeSoft A Stress Test Analysis: What are the Most Resilient Hedge Funds Strategies?

Although the federal reserve has not yet announced a recession, the U.S. economy has slowed significantly in terms of the rate of real GDP growth compared to the previous year.

Read More!

Get In Touch

Have questions or ready to take the next step? Reach out to our team today. We're here to assist you.