Preserve and grow generational capital with a single investment operating platform. Validate advisor-proposed managers, measure risk, build proposals and integrate every data source — all in one place.
Today’s family offices face a distinctive blend of operational complexity and analytical demands that generic solutions simply can’t address.
Determining if advisor-proposed funds are truly best-in-strategy once risk, fees and exposures are fully analysed requires deep, independent analytical tools.
Portfolio data scattered across Excel, custodians and point solutions creates inconsistent views and costly manual reconciliation across multiple systems.
Measuring risk, extreme risk, liquidity and exposures across public and private assets requires sophisticated analytics unified in a single view.
Building investor-ready fund fact sheets and proposals is slow and error-prone without standardised, automated tools connected to live data.
Connecting to Bloomberg, Preqin, HFR, Morningstar, Albourne, Backstop and internal databases is operationally heavy without a pre-built integration layer.
Tracking IRR, TVPI, RVPI and capital calls across private equity funds alongside liquid alternatives requires a purpose-built unified platform.
AlternativeSoft brings together manager research, independent validation, portfolio analytics and reporting in a single platform purpose-built for sophisticated family offices.
Stop relying on advisor assurances. Independently validate any fund against 200,000+ comparable alternatives using consistent risk and performance metrics to ensure you’re genuinely invested in best-in-strategy managers.
Generate investor-ready portfolio proposals with full risk analytics in minutes. Measure extreme risk and liquidity across funds, co-investments and private market holdings — all in a consistent framework.
Connect AlternativeSoft to Bloomberg, Albourne, Morningstar, eVestment, Refinitiv, HFR, Preqin, Excel, Backstop and your own SQL databases — unifying your investment data in one controlled environment.
From independent manager validation and portfolio construction to private market analytics and automated reporting.
500,000+ funds from top-tier global data providers in one database.
ExploreScreen 4,000+ metrics to validate advisor-proposed funds against true peers.
ExploreObjectively benchmark any manager against thousands of strategy peers.
ExploreCalculate factor exposures and identify genuine manager skill versus beta.
ExploreBuild, stress-test and compare portfolio scenarios with full risk analytics.
ExploreFull shadow accounting, performance attribution and exposure monitoring.
ExploreManage RFPs, RFIs and ODD questionnaires with AI-assisted workflows.
Explore50+ free templates — fact sheets, proposals and portfolio reports on demand.
ExploreMore than 150 institutional investors rely on AlternativeSoft to make better investment decisions.
AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. One of the most easy-to-use solutions for portfolio what-if and customised fund fact sheets I have ever handled.
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 real added value to our team.
From statistical analysis on a single hedge fund to peer group analysis, portfolio construction, risk analysis and stress testing — AlternativeSoft is one of the most effective and intuitive tools I have handled.
Case studies, brochures and research tailored to the challenges facing sophisticated family offices globally.
How our tailored solutions helped a Swiss Family Office gain a competitive advantage and achieve their financial goals in a complex investment landscape.
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How a Geneva Family Office used AlternativeSoft’s private markets and portfolio analytics to enhance investment decision-making and drive growth.
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Full overview of our platform, data integrations, manager validation tools and risk analytics for family offices evaluating AlternativeSoft.
Download PDFJoin 150+ institutional investors who rely on AlternativeSoft to manage alternatives. Book a personalised demo tailored to family office and wealth management workflows.
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