Solutions for Family Offices & Wealth Managers

Family offices and wealth managers are tasked with preserving and growing generational wealth while navigating the complexities of an evolving financial landscape. At Alternativesoft, we understand the unique challenges faced by high-net-worth families and wealth managers, from optimizing portfolio to select mutual funds, ETF, hedge funds and good private equity funds. Our award-winning software solutions are designed to empower family offices and wealth management firms with cutting-edge models, databases and reports, enabling them to increase their annualized returns.

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The Challenges You Face

Family Offices and Wealth Managers are navigating an increasingly complex financial landscape marked by several key challenges:

Portfolio Management: Managing a diverse portfolio across various asset classes, including hedge funds, mutal funds and private equity, requires sophisticated strategies to optimize performance and mitigate risks.
Portfolio Risks Measurement: ability to measure the current beta / correlatio and which fund contributes the most to these two risks.
Funds Databases Overload: With multiple data sources and platforms, achieving a consolidated view of their funds and can be overwhelming, leading to potential inconsistencies and errors.
Forecasting Private Equity Cash Flows: In the dynamic markets, accurately forecasting cash flows and valuations is crucial. Many Family Offices struggle with outdated models that fail to reflect current market realities.
Reporting: Manual reporting processes and fragmented systems can hinder decision-making and slow down operational workflows, resulting in lost opportunities and diminished performance.

If these challenges sound familiar, you're not alone. Many family offices and wealth managers are seeking sophisticated tools to optimize portfolio management and improve decision-making.

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How We Help

At AlternativeSoft, we provide software solutions designed to address the unique challenges you face:

Database Aggregation: Our integrated solutions automated funds aggregation among multiple funds' databases such as links to Albourne, Bloomberg, Refinitiv, HFR, withintelligence, Preqin and reporting, reducing manual processes and enhancing operational efficiency. This allows you to focus on strategic decision-making rather than administrative tasks.
Private Equity Funds Selection: Our advanced Yale forecasting models enables precise fund's cash flow projections, our portfolio Pacing model empowers you to manage future contributions, our PE funds search allows to find the open funds with the highest future IRR.
Hedge Funds Selection: Select the mutual funds and hedge funds with the highest consistent outperformance and highest alpha, using HFR, Preqin or Bloomberg databases.
Funds Peer Grouping: Compare your existing funds investment with the peer group and find 1-2 better funds.
Portfolio Optimization: With customizable tools for portfolio construction and risk assessment, we help you identify high-potential investment opportunities while effectively managing risk exposure across various asset classes.
Portfolio Volatility Measurement: Gain a clear understanding of what drives your portfolio's risk by breaking down total volatility or beta or VaR into individual asset contributions. This powerful analysis highlights which funds or asset classes are the primary sources of risk, allowing you to rebalance and optimize for greater stability and performance. Stress test the portfolio for increase in interest rate or decrease in the MSCI World index.
Portfolio Construction: determine if the addition of a new fund is good or bad for the existing portfolio.
Reporting: Ability to create customized fund fact sheet and portfolio customized reports showing historical returns and historical risks (volatility, beta, correlation, stress test).
Hedge Funds Due Diligence Reports: Access hundreds comprehensive institutional due diligence reports from a leading hedge fund research team.
Artificial Intelligence: Create your hedge fund report using AI and save 80% of your time.

Download the 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 what our clients have to say. But our commitment doesn't stop at praise. Discover how our services can transform your investment strategy.

Data Universe

The most comprehensive funds' aggregator on the market.

Funds Search

Screen your database, categorise & find alpha.

Peer Group

Benchmark a fund against thousands of peers.

Style Analysis

Calculate sensitivity to factors & manager skill.

Portfolio Management

Calculate portfolio returns attribution buy & sell funds.

Portfolio Construction

Build portfolios and measure their current risks.

API & PowerBI Connector

Add a more deep dive analysis into your existing dashboards, and your existing reports.

Hedge Funds Due Diligence

Complete RFPs, RFIs, and questionnaires to one easy-to-access platform.

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.