Family offices face unique challenges in managing multi-generational wealth and diverse investment portfolios. From private equity to hedge funds, data-driven insights and precision tools are essential for strategic decision-making and risk management. AlternativeSoft offers customized solutions to help family offices streamline portfolio management, enhance forecasting, and optimize returns.
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Our expertise has empowered family offices across North America, Europe and the Middle East to transform their investment strategies, improve financial reporting, and manage risk more effectively.
Family offices need flexible solutions to handle complex portfolios. Our platform offers advanced tools to optimize private equity pacing and enhance fund selection for more informed decision-making.
Mitigate risk and improve performance with robust analytics, from scenario-based modeling to comparative fund analysis. Our platform ensures proactive risk management across asset classes.
Simplify data aggregation and deliver detailed reports to clients with customizable reporting tools. Our solution integrates seamlessly with existing systems, improving transparency and operational efficiency.
A large family office in the Middle East managing a diverse portfolio across sectors sought to refine fund selection and portfolio management. Their goal was to improve decision-making through data-driven insights and comparative analysis.
AlternativeSoft’s advanced analytics platform enabled precise fund selection, comparative analysis of hedge and mutual funds, and streamlined portfolio management for efficient oversight of their multifaceted investments.
A prominent family office in New York managing private equity investments sought advanced tools for forecasting NAVs, optimizing capital deployment, and streamlining NAV accounting to improve transparency and efficiency.
AlternativeSoft provided a Yale-inspired forecasting model, a customized pacing tool for capital optimization, and seamless NAV accounting integration to meet the family office’s strategic goals and reporting needs.
AlternativeSoft has transformed portfolio management for family offices globally, providing tailored solutions for private equity, hedge funds, and more. Our tools streamline operations, mitigate risks, and enhance financial reporting for long-term growth.
From forecasting to risk management, our platform addresses the specific needs of family offices, ensuring precision and efficiency.
We offer easy integration with existing systems, ensuring smooth data flows and improved operational transparency.
Our long-term partnerships ensure family offices stay ahead of market trends with continuous updates and expert guidance.
AlternativeSoft streamlines many useful performance based analytics including portfolio optimization, peer evaluation, and relative analyses.
AlternativeSoft's software solution is one of the most easiest softwares for portfolio whatif and customised fund fact sheets that I have ever handled.
AlternativeSoft is a practical and user friendly tool used as part of our portfolio construction and risk management process. Their extensive support and responsiveness provides added value.
From statistical analysis on a single hedge fund, screening the investment universe, peer group analysis, FoHF portfolio construction to risks analysis and stress testing, AlternativeSoft is one of the most effective, intuitive, and efficient tool I have handled..
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.
The most comprehensive funds' aggregator on the market.
Screen your database, categorise & find alpha.
Benchmark a fund against thousands of peers.
Calculate sensitivity to factors & manager skill.
Calculate portfolio returns attribution buy & sell funds.
Build portfolios and measure their current risks.
Add a more deep dive analysis into your existing dashboards, and your existing reports.
Define due diligence workflows and evaluate manager performance while integrating manager data collection.
Complete RFPs, RFIs, and questionnaires to one easy-to-access platform.
Delve into our Knowledge Center for valuable resources, including brochures, case studies, and research articles, designed to enhance your understanding of the investment landscape.
Explore our Investment Due Diligence brochure to learn about our rigorous methodologies and how we can help you make well-informed investment decisions.
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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.
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Learn how our Private Markets solutions empowered a Geneva Family Office to enhance financial management and drive sustainable growth in the complex investment landscape.
Read More!Unlock the Full Potential of Your Family Office’s Investment Strategy