AlternativeSoft

AlternativeSoft

4.8 out of 5 stars
Syndicately

Syndicately

5.0 out of 5 stars
AlternativeSoft Syndicately

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AlternativeSoft:

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.
Syndicately:

About

Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all. Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.
AlternativeSoft:

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
Syndicately:

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
AlternativeSoft:

Audience

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

Audience

Investment managers, investors, pre-seed startups, entrepreneurs
AlternativeSoft:

Support

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

Support

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

API

Offers API Supported
Syndicately:

API

Offers API Not Supported
AlternativeSoft:

Screenshots and Videos

Syndicately:

Screenshots and Videos

AlternativeSoft:

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
Syndicately:

Pricing

$0
Free Version Not Supported
Free Trial Supported
AlternativeSoft:

Reviews/Ratings

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

Reviews/Ratings

Overall 5.0 / 5
ease 4.9 / 5
features 4.9 / 5
design 5.0 / 5
support 5.0 / 5
AlternativeSoft:

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.
Syndicately:

Pros & Cons from Real Users

Pros

  • I recently used the services of Syndicately. Very solid platform. The interface is user-friendly and the features are comprehensive. Their customer service is responsive and helpful, making the overall experience smooth and reliable.
  • The speed and ease of Syndicate provides an incredible risk reduction around investing for the average investor like myself as well as investors that pool their capital to invest into deals. Worth the research!
  • Helps automate the entire process, multiple profiles setup, takes out the manual documentation process back and forth, integrates DocuSign for signing and TAX status registration, easily apply profiles to investment deals.
  • Investing on Sydicately is an effortless process. The platform is professionally designed and equipped with user friendly features. The software provides sophisticated investors with a seamless experience when participating on a Special Purpose Vehicle (SPV).
  • Easy to use. Professionalism of the highest degree. Everything processed in a timely fashion. The design of the website creates a sense of trust and it’s easy to use.

Cons

  • I did not experienced any big issues. For the questions I had I was able to get answers quickly.
  • Learning that there was a simple process that existed, I just did not know
  • They have a roadmap for adding bank wire details launching soon but integrations to banks for ACH is available today.
  • I have nothing negative to say about this platform or its software. The one question I had was responded to expeditiously by the support rep.
  • I didn’t experience any cons when using Syndicately.
AlternativeSoft:

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported
Syndicately:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
AlternativeSoft:

Company Information

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

Company Information

Syndicately
Founded: 2021
United States
www.Syndicately.com
AlternativeSoft:

Alternatives

Syndicately:

Alternatives

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Syndicately:
AlternativeSoft:

Categories

Syndicately:

Categories

AlternativeSoft:

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
AlternativeSoft:

Integrations

Backstop Supported
Bloomberg Supported
Corda Not Supported
Microsoft Excel Supported
Microsoft Power BI Supported
Morningstar Supported
PitchBook Supported
Preqin Supported
Syndicately:

Integrations

Backstop Not Supported
Bloomberg Not Supported
Corda Supported
Microsoft Excel Not Supported
Microsoft Power BI Not Supported
Morningstar Not Supported
PitchBook Not Supported
Preqin Not Supported
AlternativeSoft:
Claim AlternativeSoft and update features and information
Claim AlternativeSoft and update features and information
Syndicately:
Claim Syndicately and update features and information
Claim Syndicately and update features and information