AlternativeSoft

RATING:

4.6

(14)

About AlternativeSoft

AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party fund marketers create portfolios and manage asset selection processes. Administrators can import fund data from various sources including Morningstar, Albourne, and Preqin to convert assets into multiple currencies on a unified interface. The platform enables managers to compare funds using hedge fund index constituents, and conduct statistics weighted ranking analysis. AlternativeSoft provides built-in templates, which allow teams to produce fact sheets and generate portfolio reports. Additionally, businesses can set up compliance protocols, measure portfolio liquidity, track profit and loss metrics and manage accounting operations for priva...

AlternativeSoft Pricing

1 User: From $10'000 per year 5 Users: From $40'000 per year

Starting price: 

$8,000.00 per year

Free trial: 

Available

Free version: 

Not Available

AlternativeSoft funds management
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AlternativeSoft Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for AlternativeSoft

1 - 5 of 14 Reviews

Chris

Verified reviewer

Investment Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

Hedge Fund Analytics Software

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.

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.

Joe

Financial Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2019

Alt Soft Review

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

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.

eugenia

Capital Markets, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed August 2018

AS Review

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

PROS

ease of use, in-depth analyses available

CONS

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

Daniel

Investment Management, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed April 2019

Good tool

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

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.

Matthew

Financial Services, 1,001-5,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

Extensive Feature Set and Strong Support

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

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.