Research managers, advise clients and prove your reasoning. AlternativeSoft is the manager research platform used by 150+ institutions, including advisers who select funds for clients.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
Investment consultants use manager research software to search for funds, compare them with peers, assess risk and document the reasoning behind a recommendation. AlternativeSoft provides a database of 500,000+ funds, peer group analysis and due diligence tools, and produces white-labelled reports that consultants can send to clients.
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From long list to client recommendation.
Screen a database of 500,000+ funds by strategy, size, track record and risk statistics.
Compare candidates with peer groups you define, not a fixed category.
Keep investment and operational due diligence together with the research.
Build a portfolio for each client mandate and test it before recommending changes.
Track every recommended manager over time and spot style drift early.
Send fact sheets and reports in your own branding, in PDF and Excel.
Clients and investment committees ask why a manager was chosen. AlternativeSoft keeps the data, the comparison and the notes in one place, so the answer is ready and the process can be repeated for the next client.
Set the strategy, size and risk requirements for the client mandate.
Screen the database and rank candidates against a peer group.
Run due diligence and record the reasoning with the manager.
Report to the client and track the chosen managers over time.
| Area | Spreadsheets and separate tools | AlternativeSoft |
|---|---|---|
| Manager search | Limited to known managers | 500,000+ funds in one database |
| Peer comparison | Provider categories | Custom peer universes |
| Client portfolios | One file per client | A separate portfolio for each mandate |
| Evidence | Scattered across files and emails | Research and notes kept with each manager |
| Client reports | Built by hand | White-labelled fact sheets and reports |
Yes. Fact sheets and reports can be produced in PDF and Excel using templates in your own branding.
Yes. Build a separate portfolio for each client mandate so each is analysed and reported on its own.
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.