Solution introduction

In a crowded marketplace, it can be hard to stand out

Using AlternativeSoft, you can analyse your universe and create a portfolio that truly demands attention

Data aggregation
With the proliferation of data in the industry over the last decade, investors require a central location to aggregate, store, edit and analyse. AlternativeSoft helps institutions categorise, clean and distribute data across their organisation, ensuring all analysis and reporting is accurate, consistent and easy to access.

Asset selection
Ensure your manager research teams are monitoring the best funds on the market. Whether it is monitoring new launches or benchmarking established names against peers, AlternativeSoft has proven to be the most comprehensive tool for all your fund analysis needs.

Portfolio construction
Make intelligent asset allocation decisions using one of the most flexible and easy-to-use tools on the market. Fully integrated with a centralised database, users can discover optimal portfolios, compare model portfolios and prepare for all market conditions.

Portfolio management
Apply an analytical overlay to your live portfolio with AlternativeSoft’s award-winning risk insights. Understand which factors are driving returns and where a portfolio is adding alpha to ensure you’re always one step ahead.

Customised reporting
Take the strain out of reporting. With AlternativeSoft’s Excel API, it’s never been easier to quickly recreate the analysis you need to ensure you stand out from the crowd.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.