Institutional Analytics for Wealth Managers & Family Offices

Wealth Management Solution:
Institutional-Grade Alternative Investment Analytics

The institutional wealth management solution trusted by 150+ investors worldwide - combining fund screening, portfolio construction, alternative investment due diligence and automated client reporting in one platform.

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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 AlternativeSoft for Wealth Management Solution

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.

Complete Solution
Complete Solution

Complete Solution

AlternativeSoft's wealth management solution covers the full investment lifecycle for alternative assets.

  • Fund universe access: 500,000+ hedge funds, mutual funds, ETFs and private markets funds
  • Quantitative screening: apply 50+ criteria simultaneously to identify best-in-class managers
  • Portfolio analytics: construction, optimisation, risk attribution and peer benchmarking
  • Due diligence: AI-powered DDQ completion and centralised ODD hub
  • Performance measurement: attribution analysis for all asset classes including private markets
  • Client reporting: customisable branded reports for all stakeholders
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Award-Winning Platform
Award-Winning Platform

Award-Winning Platform

AlternativeSoft has been voted Best Risk Management Software by Hedgeweek four consecutive years - validating the institutional quality of the platform.

  • 4x Hedgeweek award: Best Risk Management Software 2020, 2021, 2022, 2023
  • 20+ years of excellence: institutional-grade analytics since 2005
  • 150+ clients worldwide: pension funds, endowments, family offices and wealth managers
  • $1.5tn+ AuM: managed by clients using the AlternativeSoft platform
  • Proven track record: referenced by Aberdeen, AllianceBernstein and BNP Paribas
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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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