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AlternativeSoft
What AlternativeSoft is
AlternativeSoft is an investment analytics platform for institutional investors, covering fund screening, due diligence, portfolio construction, risk monitoring, and reporting. Its database covers more than 500,000 hedge funds, private equity funds, mutual funds, and ETFs, while Fund Search & Screening offers more than 4,000 criteria and custom scoring models. Portfolio Construction includes mean-variance optimisation, risk parity, Black-Litterman, Monte Carlo simulation, constraint modelling, and stress testing. AI DDQ Automation reads fund documents and completes questionnaire responses in ILPA, Albourne, and custom formats. Private Equity Analytics covers gross and net IRR, TVPI, DPI, RVPI, MOIC, PME, and vintage-year benchmarking. Listed connections include Bloomberg, eVestment, Morningstar, Preqin, HFR, Pitchbook, Albourne, WithIntelligence, BarclayHedge, and Refinitiv/LSEG. It supports two-way Excel exchange and a live Power BI connector. The browser-based SaaS requires no installation. Pricing is module-based and not listed; a free 14-day trial follows a demo.
Who it suits
It is aimed at institutional investors needing fund research, portfolio analytics, due diligence, or reporting across multiple asset classes. Its tailored modules and integrations may suit institutions with specific data and user requirements.
What it does well
- Database covers more than 500,000 funds
- Offers more than 4,000 screening criteria
- Includes portfolio construction and stress testing
- Supports Excel exchange and a live Power BI connector
- Free 14-day trial access follows a demo
What to know first
- Pricing varies by modules, users, connections, and coverage
- Trial access follows a demo
Limits
The free trial lasts 14 days and follows a demo. Paid module-based pricing varies with modules, users and concurrent access, data connections, and fund-universe coverage.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Tailored institutional modules | Module-based pricing · varies by modules, users and concurrent access, data connections, and fund-universe coverage | On request |
As alternativesoft.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the AlternativeSoft website
- Arrange a demo to access the free trial
- Use the browser-based platform without installation
- Select modules, user access, data connections, and fund-universe coverage
- Choose server-hosted or local deployment for AlternativeSoft MCP
Verdict
AlternativeSoft combines broad fund coverage with screening, portfolio, due-diligence, and private-equity analytics. Consider its module-based pricing structure and the demo prerequisite for trial access.
Questions
How much does AlternativeSoft cost?
Pricing is on request. Its tailored institutional modules use module-based pricing that varies by modules, users and concurrent access, data connections, and fund-universe coverage.
Does AlternativeSoft offer a free trial?
Yes. It offers 14-day trial access following a demo.
Which platforms does it support?
The listed platforms are API, Linux, macOS, web, and Windows. The product is also described as browser-based SaaS requiring no installation.
What kinds of funds does its database cover?
It covers more than 500,000 hedge funds, private equity funds, mutual funds, and ETFs.
Which reporting connections are available?
AlternativeSoft supports bidirectional Microsoft Excel import and export and a direct live Microsoft Power BI connector.
Can AlternativeSoft work with AI assistants?
AlternativeSoft MCP works with Claude, ChatGPT, Microsoft 365 Copilot, GitHub Copilot, OpenAI Codex, and other MCP-ready assistants. Server-hosted and local deployment options are available.
Facts from AlternativeSoft's own pages
- AI assistant support
- AlternativeSoft MCP works with Claude, ChatGPT, Microsoft 365 Copilot, GitHub Copilot, OpenAI Codex, and other MCP-ready assistants. · alternativesoft.com, 11 Oct 2026
- Allocation analysis
- Yes · alternativesoft.com, 20 Sept 2026
- Asset class coverage
- multi_asset_alternatives · alternativesoft.com, 20 Sept 2026
- Deployment
- The platform is described as cloud-hosted SaaS, browser-based, and requiring no installation. · alternativesoft.com, 11 Oct 2026
- Due diligence
- AI DDQ Automation reads fund documents and can complete questionnaire responses in ILPA, Albourne, and custom formats. · alternativesoft.com, 11 Oct 2026
- Founded
- 2005 · alternativesoft.com, 28 Sept 2026
- Fund coverage
- Its database covers more than 500,000 hedge funds, private equity funds, mutual funds, and ETFs. · alternativesoft.com, 11 Oct 2026
- Fund screening
- Fund Search & Screening offers more than 4,000 screening criteria and custom scoring models. · alternativesoft.com, 11 Oct 2026
- Headquarters
- London, United Kingdom · alternativesoft.com, 28 Sept 2026
- Integrations
- Listed connections include Bloomberg, eVestment, Morningstar, Preqin, HFR, Pitchbook, Albourne, WithIntelligence, BarclayHedge, and Refinitiv/LSEG. · alternativesoft.com, 11 Oct 2026
- MCP deployment
- AlternativeSoft MCP offers server-hosted and local deployment options. · alternativesoft.com, 11 Oct 2026
- Performance reporting
- Yes · alternativesoft.com, 20 Sept 2026
- Portfolio analytics
- Portfolio Construction includes mean-variance optimisation, risk parity, Black-Litterman, Monte Carlo simulation, constraint modelling, and stress testing. · alternativesoft.com, 11 Oct 2026
- Private equity
- Private Equity Analytics includes gross and net IRR, TVPI, DPI, RVPI, MOIC, PME, and vintage-year benchmarking. · alternativesoft.com, 11 Oct 2026
- Purpose
- AlternativeSoft is an investment analytics platform for institutional investors covering fund screening, due diligence, portfolio construction, risk monitoring, and reporting. · alternativesoft.com, 11 Oct 2026
- Reporting integrations
- The platform supports bidirectional Microsoft Excel import and export and a direct live Microsoft Power BI connector. · alternativesoft.com, 11 Oct 2026
- Risk analysis
- Yes · alternativesoft.com, 20 Sept 2026
- Security
- The platform overview describes AlternativeSoft as ISO compliant, GDPR-compliant, and enterprise-grade secure. · alternativesoft.com, 11 Oct 2026
- Support
- The company says it provides dedicated onboarding and implementation support, and that most institutions are operational within 2–4 weeks. · alternativesoft.com, 11 Oct 2026
- Trial
- The company offers free 14-day trial access following a demo. · alternativesoft.com, 11 Oct 2026
Where AlternativeSoft stands on Freedom251
- Investment Compliance Software#1 of 32
- Portfolio Management Software#16 of 81