Your advisor sends a fund. The office has a day to decide and no independent way to check it. AlternativeSoft gives family offices the analytics institutions use to validate every recommendation, see risk across the whole portfolio and report to principals, without building a research team.
Independent Manager Validation
Verify every advisor proposal in minutes
The problem
Advisor sends a fund - you have no independent way to verify it
Fund, strategy, fees, $ allocation
Peer group · Style & factor · Drawdown
Board-ready memo, fully audited
AlternativeSoft is an investment analytics platform built for family offices. Single and multi-family offices use it as their family office investment software to check whether the funds their advisors recommend are the best available, measure risk across hedge funds, private equity and public funds in one portfolio, run manager due diligence and report to principals, with 500,000+ funds and 15+ data providers already consolidated.
Today’s family offices face a distinctive blend of operational complexity and analytical demands that generic solutions simply can’t address.
Determining if advisor-proposed funds are truly best-in-strategy once risk, fees and exposures are fully analysed requires deep, independent analytical tools.
Portfolio data scattered across Excel, custodians and point solutions creates inconsistent views and costly manual reconciliation across multiple systems.
Measuring risk, extreme risk, liquidity and exposures across public and private assets requires sophisticated analytics unified in a single view.
Building investor-ready fund fact sheets and proposals is slow and error-prone without standardised, automated tools connected to live data.
Connecting to Bloomberg, Preqin, HFR, Morningstar, Albourne, Backstop and internal databases is operationally heavy without a pre-built integration layer.
Tracking IRR, TVPI, RVPI and capital calls across private equity funds alongside liquid alternatives requires a purpose-built unified platform.
Most family offices run on a consolidation tool, an advisor's deck and a spreadsheet. Here is where that breaks, and what changes with one investment analytics platform.
| The challenge | What usually happens | With AlternativeSoft |
|---|---|---|
| No independent view of advisor recommendations | The private bank or consultant proposes a fund. The office checks the pitch deck and the Morningstar page, then approves on trust. | Benchmark the fund against its true peer group on 4,000+ statistics, see where it ranks and whether it is best in class or simply on the bank's platform. |
| Risk measured fund by fund, not across the portfolio | Hedge funds, private equity, direct holdings and public funds live in separate reports. Nobody can say what a 2008 scenario does to the whole book. | All holdings in one portfolio with drawdown, VaR, stress tests and factor exposure on a consistent basis, including illiquid assets. |
| Private markets managed in a spreadsheet | Capital calls arrive by email, pacing is a guess and IRR is recalculated by hand each quarter. | ILPA import, Yale-model cash flow forecasting, commitment pacing and IRR, TVPI and DPI beside the liquid returns. |
| Due diligence depends on one person's time | DDQs are read cover to cover by the one analyst. Documents sit in email. Nothing is repeatable when a manager comes up for review. | AI-assisted DDQ review, document extraction and compliance flags, with every file centralised so diligence is a process, not a project. |
| Principals want one page, the committee wants forty | Two reports built by hand from the same data, late and inconsistent. | White-labelled reports by audience from one data set: A principal summary, a full committee pack and a family update, generated from templates. |
Built for: Family Office CIOHead of InvestmentsInvestment AnalystPrincipalMulti-Family OfficeSingle-Family Office
AlternativeSoft brings together manager research, independent validation, portfolio analytics and reporting in a single platform purpose-built for sophisticated family offices.
Stop relying on advisor assurances. Independently validate any fund against 200,000+ comparable alternatives using consistent risk and performance metrics to ensure you’re genuinely invested in best-in-strategy managers.
Generate investor-ready portfolio proposals with full risk analytics in minutes. Measure extreme risk and liquidity across funds, co-investments and private market holdings - all in a consistent framework.
Connect AlternativeSoft to Bloomberg, Albourne, Morningstar, eVestment, Refinitiv, HFR, Preqin, Excel, Backstop and your own SQL databases - unifying your investment data in one controlled environment.
From independent manager validation and portfolio construction to private market analytics and automated reporting.
500,000+ funds from top-tier global data providers in one database.
ExploreScreen 4,000+ metrics to validate advisor-proposed funds against true peers.
ExploreObjectively benchmark any manager against thousands of strategy peers.
ExploreCalculate factor exposures and identify genuine manager skill versus beta.
ExploreBuild, stress-test and compare portfolio scenarios with full risk analytics.
ExploreFull shadow accounting, performance attribution and exposure monitoring.
ExploreManage RFPs, RFIs and ODD questionnaires with AI-assisted workflows.
Explore50+ free templates - fact sheets, proposals and portfolio reports on demand.
ExploreMore than 150 institutional investors rely on AlternativeSoft to make better investment decisions.
AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. One of the most easy-to-use solutions for portfolio what-if and customised fund fact sheets 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 real added value to our team.
From statistical analysis on a single hedge fund to peer group analysis, portfolio construction, risk analysis and stress testing - AlternativeSoft is one of the most effective and intuitive tools I have handled.
Case studies, brochures and research tailored to the challenges facing sophisticated family offices globally.
How our tailored solutions helped a Swiss Family Office gain a competitive advantage and achieve their financial goals in a complex investment landscape.
Read More
How a Geneva Family Office used AlternativeSoft’s private markets and portfolio analytics to enhance investment decision-making and drive growth.
Read More
How family offices bring private and alternative investments into one view and report with confidence, and everything needed to evaluate AlternativeSoft.
Download PDFRecommendations arrive from advisors, banks and relationships. Each stage below gives the family office an independent way to check them, and a consistent way to report the result.
Verify independently whether a recommended fund is genuinely best-in-class, with peer group and style analysis you run yourself.
Core to your processApply institutional operational due diligence to every manager, however the introduction arrived.
Core to your processConsolidate holdings across banks, managers and structures into one look-through view of total family exposure.
Core to your processFamily and beneficiary reporting produced to a schedule, white-labelled and consistent every quarter.
Core to your processSee the four stages applied to the family portfolio on a 30 minute call.
Request a DemoEnter the hours spent on each stage today. The figure on the right is time returned to the family rather than to spreadsheet maintenance.
Salary, employer costs and overhead. Hourly rate used: -
Enter a figure to see payback. We will confirm real pricing on the call.
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 does not attempt to price the thing family offices raise first, which is being able to answer a principal’s question the same day it is asked.
Family office investment software is the system a family office uses to decide what to invest in, measure how those investments are performing and risked, and report the result to principals. It is distinct from the accounting, consolidation and bill-pay tools that keep the family's books, although the two are often confused under the single label "family office software".
Most family offices run two layers. The first is a general-ledger or wealth-aggregation platform that records every holding, from the art collection to the operating company. The second is an investment analytics layer that answers the questions the aggregation tool cannot: Is this hedge fund the best in its peer group? What happens to the portfolio in a 2008 scenario? Should the recommended private equity fund be in the next vintage? AlternativeSoft is that second layer, and it is the one most family offices are missing.
| Type | What it does | Where AlternativeSoft fits |
|---|---|---|
| Wealth aggregation and accounting | General ledger, partnership accounting, bill pay, entity structures, consolidated net worth across every asset type. | Complementary. AlternativeSoft takes holdings from these systems and provides the investment analytics they do not have. |
| Investment analytics and manager research | Fund screening across hedge funds, private markets and mutual funds, peer group ranking, portfolio construction, risk, due diligence and investment reporting. | This is AlternativeSoft. Used by single and multi-family offices with one to fifty investment staff. |
| CRM and document management | Family relationships, deal flow, legal documents, governance records. | Not a fit. AlternativeSoft stores fund documents and DDQs, not family records. |
| Client and principal reporting portals | Presents statements and dashboards to family members. | Partial. AlternativeSoft generates the white-labelled investment reports and FluidView dashboards those portals display. |
Join 150+ institutional investors who rely on AlternativeSoft to manage alternatives. Book a personalised demo tailored to family office workflows.
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