Who Uses This Software?

Fund Investors: Funds of funds, Pension Funds, Endowments & Foundations, Private Banks, OCIOs, RIAs, Family Offices, Consultants. Asset Managers: Hedge Fund Managers, Mutual Fund Managers


Average Ratings

11 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $12,000.00/year/user
  • Pricing Details
    1 User: From $12,000 per year 5 Users: From $30,000 per year
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • AlternativeSoft
  • www.alternativesoft.com/
  • Founded 2005
  • Switzerland

About AlternativeSoft

Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a personalised investment universe driven by state-of-the-art analytics. With a total combined AuM over $1.5tn worldwide, some of the worlds largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse their multi-asset class portfolios.


AlternativeSoft Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

AlternativeSoft Reviews Recently Reviewed!


Alt Soft Review

Apr 02, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very intuitive, thoughtful UI, powerful backend, great datafeed plug ins, constant evolution

Cons: Too difficult to filter funds you do not want when importing from ODU, leading to reimport of previously deleted assets. I understand the impetus for charging for the cloud option, but with a larger provider it would likely be provided at no additional cost. Morningstar Direct made this available at no extra cost and, given the comparability in cost between the two softwares, it is difficult to justify spending more on a cloud option.

Overall: It has helped tremendously with automating or semi-automating a number of reports. The excel plug in was a fantastic idea and more importantly, works very well. As a comparison tool for screening funds, it's second to none

Good tool

Apr 08, 2019
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to use and easy to customise

Good functions for analysing hedge funds as well as automize reports

Good Excel add-in

Cons: In our version 5.0.3.41311:

Portfolio Management Tool could have more analytics like contributions of assets and strategies

In Database, there should be a good possibility to save user entered fund specific data like in the old "Holdings" tab.

In the Asset Analysis Form it should be easier to compare two Funds agains each user with regards to performance, risk, etc.

Overall: We use AlternativeSoft for analysing hedge funds and hedge fund portfolios and are quite happy with the flexibility and functionalities.

Hedge Fund Analytics Software

Apr 09, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Breadth, ease of use (for those familiar with investment stats), customer service/technical help, and customization.

Cons: Export times take a little bit long on some reports, but it's seconds, not minutes, and it can run in the background while I do something else. Also, would like them to introduce an "undo" feature during performance entry.

Overall: While we only use a small portion of the tools AltSoft has (Database, Portfolio Management, Peer Groups), each have been helpful to our reporting processes and portfolio modeling.

AS Review

Aug 03, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: ease of use, in-depth analyses available

Cons: Many analysis, charts, etc. not available/easily exportable in excel.

Overall: portfolio monitoring, peer group and watch lists, monthly portfolio reporting to clients

Extensive Feature Set and Strong Support

Apr 02, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Great feature set, very responsive support team, and excellent APIs enable us to build highly customized solutions.

Cons: We've experienced a bit more instability and issues with new version releases. Hope that the quality control of updates will be improved in the future.

Overall: We use AlternativeSoft to manage a complex hedge fund portfolio, as well as a centralized source of performance and market data.

Logical, intuitive and a sound quantitative tool

Apr 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to learn. Great support team. Very solid quantitative models behind the tools.

Cons: Not sure. It offers a solid and intuitive portfolio construction method. There is little to fault.

Overall: Good tool for comparing managers' performances, creating synthetic benchmarks and building portfolios within specified risk boundaries. Help desk team always helpful and knowledgeable. Good value for money.

Gonet Review

Mar 14, 2019
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Link any sources of data with the program

Flexibility of the programming team

Analysis of the portfolio is very impressive and the live update with time window's adjustments is very important and useful.

Cons: It looks a bit outdated in terms of design but it doesn't matter.

I already used the program so I was familiar with it, but for a beginner, it is not so user-friendly.

In portfolio construction, time-window often is often re-based and adapted to the initial date when reopening a portfolio, and do not save the last time window used. So it makes me often check my weights (model 2) over the time line to see if there is no data missing...

Overall: We were still working with Excel to compute performances... So for us it is a big step and a much higher level of analysis. Even though I know this software is mainly used by fund managers, I am sure it will be fine for our portfolio management.

good software fo my purposes

Apr 02, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: ease of usage overall- time series management

Cons: stability of system overall- but seems to get better

Overall: portfolio construction / time series analysis

Very satisfied overall. Some features still need to be implemented in our view.

Jun 21, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very dedicated and helpful customer support. The software is quite complete but would need small enhancement to make it fully efficient.

Cons: Some features are missing to reflect our true portfolio. I'm confident that this will be implemented soon by the team.

Review

Mar 14, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of running reports and updating analyses.

Cons: Wish there were more excel templates that cover a larger spectrum of the software.

Good software for buy side

Apr 02, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Good layout and feature. Good product base for futher extension

Cons: nothing so far. need more GTM positioning and you can increase market share easily