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About

AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds.

About

ReubenAI is the operating system for private market investors. A single interconnected intelligence layer where every capability reads from the same underlying data layer — so intelligence built at origination flows through to monitoring, and insights compound across the portfolio. Deal sourcing and scoring. IC memo generation. Due diligence structuring. Portfolio monitoring. Fund governance and reporting. Each a native widget across a growing range of asset classes and investment scenarios. Enterprise and institutional buyers — including banks — can select preferred large language models and APIs from a growing app marketplace, meeting internal security, data residency, and model governance requirements without compromise. Available as self-serve for emerging managers and as an enterprise protocol for institutional VC, PE, family offices, and banks.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds

Audience

Banks, Family Office, Multi-Family Office, Venture Capital, Private Equity, Asset Managers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Module based:

Modules include:
Data Universe
Fund Selection
Portfolio Construction
Private Markets
Hedge Funds Due Diligence
Reporting PowerBI
Free Version Not Supported
Free Trial Supported

Pricing

$149/month/team
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.8 / 5
design 3.8 / 5
support 4.6 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • The product has plenty of external databases you can link it to and update periodically which gives you access to a wide variety of funds and information. Also a great tool for keeping up with current and prospective funds, and great for using to pulls stats and metrics into excel.
  • Locally installed application makes it very responsive. The software is intuitive and easy to learn and use. Provides an Excel plugin and an API to retrieve data. Provides several ways to import and manage data from internal and external sources. Highly reliable and accurate.
  • Enhanced Functionality: The alternative tool offers a wider range of features that cater to diverse user needs, providing a more comprehensive solution compared to other tools. This includes advanced analytics, customization options, and integration with other essential software.
  • AlternativeSoft is an outstanding investment management software that has significantly streamlined our portfolio management processes. Its intuitive interface and robust analytics tools have enabled us to make more informed investment decisions. The software's customizable reporting features are exceptional, providing us with detailed insights tailored to our specific needs. Additionally, the customer support team is highly responsive and knowledgeable, ensuring that any issues are promptly addressed. Overall, AlternativeSoft has proven to be a reliable and powerful tool, greatly enhancing our efficiency and effectiveness in managing investments. We highly recommend it to any financial institution looking to optimize their investment strategies.
  • Ability to be granular and customize assumptions. Ability to go fund by fund and adjust projected returns and have it recalibrate.

Cons

  • Can get a bit disorganized if you do not stay on top of updating funds, end up with a bunch of dead / old assets in the system.
  • The design and color scheme can use a refresh.
  • Integration Challenges: The alternative tool may pose integration challenges with existing systems and workflows. This could require additional time and resources to ensure compatibility and seamless operation, potentially causing temporary disruptions during the transition period.
  • While AlternativeSoft offers robust features and excellent analytics, the initial setup process can be complex and time-consuming. Additionally, some advanced functionalities could benefit from more detailed documentation. Enhancing the user interface for greater intuitiveness would also improve the overall user experience. Despite these areas for improvement, it's still a valuable tool.
  • No connectivity with data platforms (ex Addepar) making a manual upload process which can be finicky.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

AlternativeSoft
Founded: 2005
Switzerland, UK, USA
www.alternativesoft.com/index.html

Company Information

ReubenAI
Founded: 2025
Australia
www.goreuben.com

Alternatives

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA
Risk Shell

Risk Shell

ABC Quant
FundCount

FundCount

FundCount Americas
Allvue

Allvue

Allvue Systems

Categories

AlternativeSoft is the preferred choice for many of the globe's leading institutional investors, and this is not solely due to our consistent recognition with the Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022). Renowned for being an alternative investment analytics platform, our portfolio risk management software, and portfolio analysis tool cater to the needs of discerning investors, providing unparalleled capabilities in optimizing investment strategies and ensuring robust risk management practices. Unlock the potential of the exclusive analytical tool in the market – our Alternative Investment Analytics Platform. Gain the ability to construct and manage a universe seamlessly, with data effortlessly imported from various sources such as Bloomberg, Morningstar, Albourne, HFR, Preqin, and Refinitiv.

Hedge Fund Supported

Hedge Fund Performance Analysis for Informed Decision-Making Welcome to Strategic Insights, your gateway to precise decision-making in the world of hedge fund investments. With our dedicated Hedge Fund Performance Analysis, we empower you to navigate the complexities of the market, providing in-depth insights to inform strategic decisions and optimize your investment portfolio for success. Explore a world of opportunities in Managers & Hedge Fund Investments with AlternativeSoft. Our specialized solutions and expert insights are designed to empower investors in making informed decisions and optimizing their hedge fund strategies. Learn how we can help you navigate the complexities of this asset class and achieve financial success.

Investment Management at AlternativeSoft involves the professional management of various securities, including stocks, bonds, and other financial assets, to meet specified investment goals for the benefit of institutional and private investors. Our clients include insurance companies, pension funds, corporations, charities, educational establishments, and private investors, who may invest directly or through collective investment schemes like mutual funds or exchange-traded funds. AlternativeSoft's investment management services encompass asset allocation, financial statement analysis, stock selection, and ongoing monitoring of existing investments. We provide comprehensive portfolio strategy and implementation, focusing on aligning investment choices with clients' specific risk tolerance, financial goals, and time horizons. Our primary objective is to manage and grow clients' portfolios efficiently and effectively.

Private Equity Supported

Select the Best Private Equity Funds and Manage Portfolio of Private Equity Funds Elevate your investments in the dynamic world of Private Markets with our tailored solutions and extensive expertise. Explore how our tools and services can empower you to seize opportunities, navigate complexities, and achieve lasting financial excellence in this distinct asset class. At AlternativeSoft, we understand the distinctive challenges encountered by investors in the complex world of Private Markets. Whether you're navigating venture capital, private equity, or real assets, we're dedicated to helping you optimize your financial strategies. Our comprehensive software solutions and expert guidance are customized to cater to the specific needs of investors like you in the Private Markets landscape, enabling you to make the most of your investments.

Wealth Management Supported

Wealth Management at AlternativeSoft is a comprehensive service designed to address the financial planning, investment management, and broader financial advisory needs of affluent clients. Our wealth management service goes beyond traditional investment advice to encompass all aspects of a client's financial life. This includes combining financial and investment advice with accounting and tax services, retirement planning, and legal or estate planning, all integrated into a cohesive strategy. AlternativeSoft's wealth management clients are typically high-net-worth individuals (HNWIs) seeking personalized service to manage their financial resources, mitigate risks, and ensure the effective transfer of wealth to future generations. Our ultimate goal is to sustain and grow long-term wealth, providing peace of mind and financial security for our clients.

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Not Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Not Supported
For Hedge Funds Supported
Liquidity Analysis Supported
Loan Portfolio Management Not Supported
Market Risk Management Supported
Operational Risk Management Supported
Portfolio Management Supported
Portfolio Modeling Supported
Risk Analytics Benchmarks Supported
Stress Tests Supported
Value At Risk Calculation Supported

Hedge Fund Features

Compliance Management Supported
Contact Management Not Supported
Investor Accounting Supported
Investor Reporting Supported
P&L Calculation Supported
Partnership Accounting Not Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported

Integrations

PitchBook Supported
Adobe Acrobat Not Supported
Backstop Supported
Bloomberg Supported
Crunchbase Not Supported
Dropbox Not Supported
Google Drive Not Supported
LinkedIn Not Supported
Microsoft Excel Supported
Microsoft Power BI Supported
Morningstar Supported
Preqin Supported
Sumsub Not Supported
Zapier Not Supported

Integrations

PitchBook Supported
Adobe Acrobat Supported
Backstop Not Supported
Bloomberg Not Supported
Crunchbase Supported
Dropbox Supported
Google Drive Supported
LinkedIn Supported
Microsoft Excel Not Supported
Microsoft Power BI Not Supported
Morningstar Not Supported
Preqin Not Supported
Sumsub Supported
Zapier Supported
Claim AlternativeSoft and update features and information
Claim AlternativeSoft and update features and information
Claim ReubenAI and update features and information
Claim ReubenAI and update features and information