The cloud portfolio platform for advisors that turns hours of manual data work into minutes of AI-assisted insight. Build, monitor and report on client portfolios - mutual funds, hedge funds and beyond - in one modern workflow.
From the first fund screen to the client meeting - every step of your workflow lives in one place, with AI handling the heavy lifting.
Screen 500k+ mutual funds and hedge funds across Bloomberg, Lipper and Morningstar. Find top-quartile managers in seconds, not days.
Build optimised client portfolios in two clicks. Apply client mandates as constraints - concentration, liquidity, strategy buckets.
AI-generated commentary that explains the recommendation in plain English - ready to drop into a client conversation or proposal.
White-labelled PDF reports - proposals, fact sheets and review packs - generated from live data, on schedule, in your house style.
Every AI feature in AlternativeSoft was shaped by what advisors actually need: explaining recommendations to clients, summarising due diligence, and surfacing what changed in a portfolio since the last review. No prompt engineering required.
Plain-English explanations for every recommendation, drop-in for client packs.
Auto-fill due diligence questionnaires from your library in minutes, not weeks.
Spot inconsistencies and red flags across DDQ answers, contracts and reports.
Pull key terms from fund documents and prospectuses without reading 80 pages.
Stop stitching together exports and copy-pasting between five tools. The data feeds your team relies on are integrated, normalised and ready to query.
Standard advisor tools assume mean-variance behaviour. Hedge funds don't always cooperate. AlternativeSoft handles the tails, the skew and everything mean-variance misses - so your proposals hold up when clients ask hard questions.
When markets move and the calls come in, the answer should be in the report you already prepared - not three days of work away.
From fund research to portfolio construction to client reporting - every tool your team needs, integrated.
500,000+ funds across mutual, hedge and ETFs with 4,000+ statistics.
Benchmark any fund against thousands of true peers across all key metrics.
Identify factor exposures, true alpha and style drift across the portfolio.
Build, optimise and compare multi-asset model portfolios in two clicks.
Track returns, P&L, exposures and risk across all client portfolios.
White-labelled client reports - branded, batch-generated, on schedule.
Wealth managers run the same process an institution does, but across dozens of portfolios at once. Each stage below is built to repeat cleanly rather than to be rebuilt per client.
Build and monitor client portfolios across mutual funds, hedge funds and alternatives, with real risk analytics behind every allocation.
Core to your processCheck how a manager actually operates before client money goes in, using structured due diligence rather than a marketing factsheet.
Core to your processPull Bloomberg, Lipper, Morningstar and your own custodian files into one reconciled book, updated without rekeying.
Core to your processClient review packs and reports generated automatically, branded to your firm and consistent across every relationship.
Core to your processSee the four stages run across a sample client book on a 30 minute call.
Request a DemoEnter the hours your team spends on each stage across all client portfolios. The result is time returned to client relationships rather than data handling.
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 ignores the growth side entirely, which for most advisory firms is the larger number: capacity to take on more clients without adding operations headcount.
See exactly how much time your team can recover - and what AlternativeSoft can do in your workflow. No pressure, no hard sell.
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