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Allocare AMS vs AlternativeSoft

Both stand on investment compliance software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Allocare AMS

Paid AndroidAPIiPhone+4

Allocare AMS combines portfolio analysis, order controls, CRM, reporting, billing and integrations in a modular system. Its broad platform coverage and Swiss-hosted cloud option support varied operating models, while buyers must request pricing.

Visit Allocare AMS

AlternativeSoft

Free trial APILinuxMac+2

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.

Visit AlternativeSoft

The facts

Allocare AMSAlternativeSoft
Free planNot publishedNot published
Open sourceNot publishedNot published
Runs onAndroid, API, iPhone, Linux, Mac, Web, WindowsAPI, Linux, Mac, Web, Windows
Lowest paid planFree or on requestFree or on request
Plans published11
MakerAllocare AMSAlternativeSoft
Websiteallocare.comalternativesoft.com
On investment compliance software#2 of 32#1 of 32

Allocare AMS: what it does well

  • Covers performance, allocation and risk analysis
  • Supports complex funds and non-bankable assets
  • Includes configurable order and compliance controls
  • Offers reporting, dashboards and automated billing
  • Available across major desktop and mobile platforms

What to know first

  • Pricing is not published
  • Feature scope is modular and may require configuration
  • Data access follows the customer’s access model

AlternativeSoft: 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

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