Automated Investment Reporting for Wealth Managers

Wealth Management Reporting Software:
Automated Portfolio Reports in Minutes

AlternativeSoft transforms investment reporting for wealth managers - automating the production of customisable, client-facing portfolio reports with performance attribution, risk analytics and alternative investment commentary.

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150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005
Key Capabilities

Why Choose AlternativeSoft for Wealth Management Reporting Software

Institutional analytics trusted by 150+ leading investors worldwide.

Portfolio Analytics

Risk-adjusted return measurement, factor analysis and peer benchmarking across all asset classes - the same tools used by the world's largest allocators.

Due Diligence

AI-powered DDQ automation and compliance flagging - streamline the hedge fund selection and ODD process for your investment team.

Client Reporting

Customisable, client-facing reports with performance attribution, risk analytics and market commentary generated in minutes.

Automated Reporting
Automated Reporting

Automated Reporting

AlternativeSoft automates the entire investment reporting workflow - from data aggregation and performance calculation through to report production and client distribution.

  • Automated data aggregation: pull live performance data from all connected data sources
  • Performance calculation: time-weighted and money-weighted returns across all holdings
  • Brinson attribution: performance attribution by fund, sector and geography
  • Risk analytics: VaR, drawdown, Sharpe ratio and correlation in every report
  • Peer benchmarking: rank every holding against its strategy peer universe
  • Batch generation: produce all client reports simultaneously with one click
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Alternative Investment Reporting
Alternative Investment Reporting

Alternative Investment Reporting

Purpose-built alternative investment reporting for wealth managers - covering hedge funds, private markets and liquid alternatives with institutional-grade analytics.

  • Hedge fund reporting: full risk-adjusted performance with peer group context
  • Private equity reporting: IRR, multiples and cash flow projections
  • Liquid alternatives: factor attribution and risk decomposition
  • Custom commentary: automated market commentary templates for each asset class
  • Regulatory compliance: MiFID II and AIFMD-compliant reporting formats supported
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Testimonials

Trusted by Leading Institutions

"

AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation and relative analyses. One of the easiest softwares for portfolio what-if and customised fund fact sheets I have ever handled.

Aberdeen Asset Management
Head of Risk Management
★★★★★
"

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 added value.

AllianceBernstein
Risk Management & Portfolio Construction
★★★★★
"

From statistical analysis on a single hedge fund, screening the investment universe, peer group analysis, portfolio construction to risk analysis and stress testing - one of the most effective, intuitive, and efficient tools I have handled.

BNP Paribas Capital Partners
Hedge Fund Solutions
★★★★★
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See AlternativeSoft
in Action

Join 150+ institutional investors. Book a personalised demo tailored to your needs today.

  • Live walkthrough of the full platform
  • Tailored to your investment mandate
  • Q&A with our investment analytics specialists
  • Free trial access following the demo
Hedgeweek Best Risk Management Software: voted by clients 4 years running
UK: 10 Lower Thames Street, London EC3R 6AF

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