Solutions for Family Offices & Wealth Managers

Family Offices are tasked with preserving and growing generational capital while navigating rising portfolio complexity. AlternativeSoft understands this challenge and offers a single investment operating platform that gives Family Offices clarity, control, and independent insight into their investments — from hedge funds and private markets to advisor-proposed funds.

Our software empowers your team with a deep fund database, risk and extreme risk analytics, ready fund fact sheets, portfolio proposals, and true manager comparisons — all connected to your key data sources.

Request your 14 day Free Trial Explore Benefits

The Challenges You Face

Family Offices today face a unique blend of operational and analytical challenges:

Independent Manager Validation: Determining if advisor-proposed funds are truly best-in-strategy once risk, fees, and exposures are fully analysed
Data Fragmentation: Portfolio data scattered across Excel, custodians, and point solutions creates inconsistent views and manual reconciliation risk
Complex Portfolio Oversight: Measuring portfolio risk, extreme risk, liquidity and exposures across public and private assets requires sophisticated analytics
Portfolio Proposals & Reporting: Building investor-ready fund fact sheets and proposals quickly can be slow and error-prone without standardised tools
Integrations: Keeping your investment platform connected to Bloomberg, Preqin, HFR, Morningstar, Albourne, Refinitiv, Backstop, Excel, and your own internal databases can be operationally heavy

If these challenges sound familiar, you’re not alone — and there’s a better way.

Discover More

How We Help

AlternativeSoft provides a complete investment operating system specifically designed to address Family Office needs:

Comprehensive Fund Database: Maintain and search an internal universe of 200,000+ funds, including those you manage and track, for rapid comparison and portfolio analysis.
Portfolio Proposals & Construction: Build, test and iterate portfolio proposals with precision. Understand diversification, capture risk exposures, and simulate outcomes in minutes — not days.
Independent Risk & Extreme Risk Analytics: Measure portfolio risk holistically and evaluate downside exposures across funds, co-investments, and private market holdings.
Investor-Ready Fund Fact Sheets: Generate professional fact sheets instantly using live portfolio data — with performance, risk, liquidity and comparative analytics baked in.
Manager Validation: Understand whether funds your advisors propose (or you are invested in) truly rank best within their strategy using consistent analytics and peer benchmarking.
Seamless Data Integration: Connect AlternativeSoft to Bloomberg, Albourne, Morningstar, eVestment, Refinitiv, HFR, Preqin, Excel, Backstop and your own SQL database to unify your investment data.
AI-Assisted Analytics: AI helps surface insights, highlight anomalies, and accelerate due diligence — all within the context of your controlled dataset (we do AI, you keep control).

Download our Family Office Case Study

AlternativeSoft streamlines many useful performance based analytics including portfolio optimization, peer evaluation, and relative analyses.

AlternativeSoft's software solution is one of the most easiest softwares for portfolio whatif and customised fund fact sheets that I have ever handled.

Aberdeen Asset Management - www.aberdeen-asset.us

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 www.alliancebernstein.com/

From statistical analysis on a single hedge fund, screening the investment universe, peer group analysis, FoHF portfolio construction to risks analysis and stress testing, AlternativeSoft is one of the most effective, intuitive, and efficient tool I have handled..

BNP Paribas Capital Partners https://www.bnpparibas-am.com/en/

Unlock the Full Potential of Your Family Office’s Investment Strategy

At AlternativeSoft, we take pride in turning complexity into clarity for sophisticated Family Offices. Our platform provides:

Data Universe

The most comprehensive aggregated fund universe available, tailored to your needs.

Funds Search

Screen, categorize and identify funds that meet your criteria.

Peer Group Analysis

Benchmark funds and understand where managers stand relative to thousands of peers.

Style Analysis

Calculate sensitivity to factors & manager skill.

Portfolio Management

View your entire portfolio with deep risk, return and attribution measures.

Portfolio Construction

Build, compare and stress-test multiple portfolio scenarios with objective analytics.

API & PowerBI Connector

Enhance your own dashboards and reports using deep programmatic integration.

Hedge Funds Due Diligence

Manage your hedge fund and manager due diligence in one place, with AI support.

Hedge Funds Marketplace

Discover new hedge funds and reach 160 institutions in hedge funds, promote your hedge fund.

Explore Our Knowledge Center

Delve into our Knowledge Center for valuable resources, including brochures, case studies, and research articles, designed to enhance your understanding of the investment landscape.