AlternativeSoft
AlternativeSoft: A deep alternatives toolkit for allocators, with broad integrations and quote-based pricing. Ranked #18 of 81 in Portfolio Management Software by our editors (7.6/10); pricing: Pricing on request; best for alternative-fund allocators and manager researchers.
At a glance
- Editor score7.6 / 10
- PricingPricing on request
- Best forAlternative-fund allocators and manager researchers
- Asset class coverageMulti_asset_alternatives
- Founded2005 · London, United Kingdom
- Facts checked20 Sep 2026
Where it wins
- Fund screening, benchmarking, optimization, and stress testing in one platform
- Integrates with major data providers plus Excel, Power BI, and SQL
- AI-assisted due diligence and automated portfolio reporting
Where it doesn't
- Pricing requires a direct quote rather than published plan rates
- Its institutional breadth may exceed the needs of smaller teams
- The focus on alternative investments may not suit simpler portfolios
Our verdict on AlternativeSoft
AlternativeSoft is an institutional portfolio analytics platform for pension funds, endowments, family offices, fund-of-funds managers, asset managers, and other allocators. It covers mutual funds, hedge funds, private equity, and other private-market investments. Its core workflow spans fund database aggregation, screening, peer-group benchmarking, manager comparison, multi-manager portfolio construction, optimization, performance attribution, risk analysis, liquidity analysis, stress testing, and automated reporting. That makes it particularly relevant to alternative-fund allocators and manager researchers who need analysis across multiple investment types.
The platform's analytical depth is its clearest strength. Mean-variance and risk-parity optimization support allocation work, while Monte Carlo simulation, stress testing, exposure analysis, liquidity analysis, and return attribution extend the review beyond simple performance comparisons. AI-assisted completion of due-diligence questionnaires adds support for operational research, and automated portfolio reports and fact sheets can help standardize communication. These capabilities favor teams that need a connected process from manager screening through portfolio monitoring and reporting.
Ecosystem fit is also notable. AlternativeSoft integrates with Bloomberg, eVestment, Morningstar, Preqin, PitchBook, HFR, Albourne, WithIntelligence, and Refinitiv, alongside Excel, Power BI, and SQL. The web and API delivery options support both platform access and connected workflows. According to the vendor's pricing information, pricing is tailored and provided by direct quote, so buyers should expect a sales-led evaluation rather than a published tier comparison. AlternativeSoft is a strong candidate for institutions requiring broad alternatives coverage and structured portfolio analytics. Teams seeking a simpler portfolio tool or a transparent self-serve purchase path should look elsewhere.
Your product? Our editors can test AlternativeSoft in depth and publish a review, labelled as paid · from $149/mo →
AlternativeSoft pricing
AlternativeSoft fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | ISO 27001, GDPR |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 12 integrations: Bloomberg, eVestment, Morningstar, Preqin, PitchBook, HFR … |
| Pricing | Pricing on request |
| Website | alternativesoft.com |
| Facts checked | 20 Sep 2026 |
AlternativeSoft integrations
AlternativeSoft lists 12 integrations on its own site.
- Bloomberg
- eVestment
- Morningstar
- Preqin
- PitchBook
- HFR
- Albourne
- WithIntelligence
- Refinitiv
- Excel
- Power BI
- SQL
Alternatives to AlternativeSoft
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all AlternativeSoft alternatives →
Also Ranked In
AlternativeSoft is ranked in 2 of our directories.
Used AlternativeSoft? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used AlternativeSoft for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
AlternativeSoft is listed in our Portfolio Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/alternativesoft/"><img src="https://www.itechguides.com/best/badge/alternativesoft.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update