Select funds for clients with evidence you can show. AlternativeSoft is the fund selection platform used by 150+ institutions, including banks and wealth platforms.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
Private banks use fund selection software to build and maintain approved fund lists and model portfolios for clients. The software screens funds, compares them with peers, supports due diligence and produces documents for advisers. AlternativeSoft covers hedge funds, mutual funds and private markets in one database of 500,000+ funds.
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From the buy list to the client conversation.
Filter by strategy, size, track record and risk statistics to build a shortlist.
Rank each fund against peers you define, so the approved list reflects the best choices.
Document investment and operational due diligence with the fund record.
Build model portfolios and see the effect on risk and diversification.
Track every approved fund and spot style drift or performance decay early.
Give advisers and clients fund fact sheets in your own branding.
A fund recommendation has to stand up to questions from clients and from compliance. AlternativeSoft records the data, the comparison and the reasoning together, so every approved fund has a clear history.
Define what an approved fund must meet.
Filter the database and rank candidates against peers.
Complete due diligence and record the decision.
Track approved funds and give advisers fact sheets.
| Area | Spreadsheets and separate tools | AlternativeSoft |
|---|---|---|
| Fund screening | Limited to a provider list | 500,000+ funds against your own criteria |
| Approved list | Maintained in a spreadsheet | Monitored funds with notes and due diligence |
| Peer ranking | Broad categories | Peer groups you define |
| Model portfolios | Built by hand | Risk and diversification shown as you build |
| Adviser documents | Created manually | White-labelled fund fact sheets |
Yes. Funds that pass your process can be held in a monitored list, with notes and due diligence kept against each one.
Yes. Fund fact sheets can be produced in PDF and Excel using white-labelled templates.
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.