Complete Wealth Management Solutions for Institutions

Wealth Management Software Solutions:
Institutional Analytics for Complex Portfolios

AlternativeSoft delivers comprehensive wealth management software solutions for family offices, wealth managers and institutional investors - combining portfolio analytics, due diligence automation and client reporting in one platform.

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Home / Wealth Management Software Solutions
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 AlternativeSoft for Wealth Management Software Solutions

Institutional analytics trusted by 150+ leading investors worldwide.

Portfolio Analytics

Risk-adjusted return measurement, factor analysis and peer benchmarking across all asset classes - institutional-grade tools for wealth managers.

Due Diligence

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

Client Reporting

Customisable, branded reports with performance attribution, risk analytics and market commentary generated automatically.

Integrated Solutions
Integrated Solutions

Integrated Solutions

Complete wealth management solutions combining portfolio analytics, alternative investment analysis, due diligence and client reporting.

  • Fund screening: screen 500,000+ funds across hedge funds, mutual funds and private markets
  • Portfolio construction: optimisation and risk attribution across all asset classes
  • Risk management: VaR, stress testing, drawdown monitoring and compliance flagging
  • ODD automation: AI-powered DDQ completion and document management
  • Performance reporting: customisable client reports generated automatically from live data
  • Data integration: connect all major data providers in one import workflow
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Platform Integration
Platform Integration

Platform Integration

One integrated platform connecting fund data, portfolio analytics, due diligence and reporting - eliminating data silos and manual processes.

  • Single data model: one source of truth for all fund data, portfolio positions and performance
  • Workflow integration: fund selection, ODD, construction and reporting in one system
  • Automated data feeds: live data from 15+ major data providers
  • API connectivity: connect to any administrator, custodian or prime broker
  • Custom reporting: any report, any format, generated automatically
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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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