Run client portfolios with a consistent process and a clear record. AlternativeSoft is the portfolio analytics platform used by 150+ institutions, including firms that manage assets on behalf of others.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
Outsourced CIOs manage investment programmes on behalf of clients, so they need one process for manager selection, portfolio construction, risk monitoring and reporting. AlternativeSoft supports each step across hedge funds, mutual funds and private markets, with a database of 500,000+ funds and 4,000+ risk-adjusted statistics.
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A repeatable process for every client mandate.
Screen and rank managers against peer groups, using one scoring approach for every client.
Model allocations, apply each client’s limits and test the result before trading.
Track drawdown, value at risk and style drift for every holding.
Stress test each client portfolio against historical and hypothetical shocks.
Keep investment and operational due diligence on the same platform.
Produce reports in PDF and Excel in your own branding.
As the number of mandates grows, processes built on spreadsheets become hard to repeat. AlternativeSoft gives an outsourced CIO one set of measures, one database and one reporting engine across every portfolio.
Record the objectives and limits for each client.
Choose managers and construct the portfolio inside those limits.
Track risk and stress test the portfolio as markets move.
Send the client a branded report on a schedule.
| Area | Spreadsheets and separate tools | AlternativeSoft |
|---|---|---|
| Process | Differs between clients | One process for every mandate |
| Manager selection | Varies by analyst | One scoring approach for all clients |
| Risk monitoring | Checked at reporting dates | Updated as new returns arrive |
| Due diligence | A separate system | On the same platform |
| Client reporting | Assembled manually | White-labelled reports on a schedule |
Yes. Each client mandate can be held as its own portfolio, with its own limits and reports.
Yes. Private equity and credit funds can be monitored with IRR, TVPI, DPI and RVPI alongside liquid funds.
Yes. Reports and fact sheets use white-labelled templates in PDF and Excel.
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.