AlternativeSoft
4.8 out of 5 starsRatings and Reviews 5 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
-
Mortgage AutomatorMortgage Automator gives private and hard money lenders across the US and Canada a single platform to run their entire lending operation, from the first loan application to final payoff. Instead of piecing together spreadsheets, email, and disconnected software, teams manage origination, underwriting, servicing, and fund reporting in one place. The platform handles the repetitive work that eats up staff time: generating commitment letters, loan agreements, and discharges on demand, calculating interest and payments automatically, and keeping deals moving through a customizable pipeline. Borrowers, brokers, and investors each get their own branded portal for secure, real-time access to statements and updates, cutting down on status-check emails and phone calls. Lenders managing outside capital also get dedicated fund management tools to track investor positions and generate clear reporting, which helps build trust with the people funding their loans. Because workflows adapt to different loan types and deal volumes, lending teams can take on more business without a proportional increase in headcount, backed by onboarding and support built specifically for private and hard money lenders.
-
SaaSifySaaSify is an agentic Cloud GTM platform built to replace the three separate listing processes, offer workflows, and funding paperwork that AWS, Azure, and Google Cloud Marketplace usually demand. AI agents handle the repetitive work - drafting and filing listings in roughly 90 minutes, sending private offers straight from Salesforce or HubSpot, and locating and filing co-sell opportunities to partner portals as they appear. What sets SaaSify apart is pairing that automation with hyperscaler experts who stay involved long after go-live, managing FTR approvals, certification renewals, and quarterly program changes across all three clouds. Cloud funding requests move through the same automated system, so committed dollars get claimed instead of lapsing unused. Sales, usage, billing, and payouts for every cloud roll up into one dashboard. SaaSify supports 500+ ISVs, more than $5B in managed marketplace revenue, and a 4.9 out of 5 rating on G2.
-
CapLinkedCapLinked gives organizations a more controlled way to manage confidential documents, share files, and collaborate on important business projects. Known as The Deal Room That Works, CapLinked combines virtual data rooms, document management, permissions, file tracking, and secure collaboration in one web based workspace. Teams use CapLinked for due diligence, mergers and acquisitions, fundraising, audits, licensing reviews, asset sales, legal projects, board materials, and other situations where sensitive information needs to be shared with the right people. Instead of relying on email attachments, open folder links, or scattered document storage, administrators can organize files, manage access, limit downloads, apply watermarks, set expiration rules, and monitor activity. CapLinked also gives external reviewers a cleaner experience. Buyers, investors, attorneys, accountants, advisors, partners, and internal decision makers can review documents in a professional environment, while project owners maintain visibility into access and engagement. This helps reduce version confusion, manual follow up, and uncertainty during complex reviews. From boutique firms to Big Four consultants, global enterprises, and growing teams, CapLinked helps organizations move sensitive work forward with clarity, accountability, and control. Learn more at caplinked.com.
-
Order.coManage Every Purchase & Payment in One Place Order.co centralizes purchasing across all your vendors. Teams can shop from a customized catalog, submit orders for approval, and let the platform handle the rest. From logging into vendor sites and placing e-commerce orders on your behalf to generating compliant POs and reconciling invoices, Order.co eliminates manual tasks and ensures that every purchase is compliant, trackable, and on budget. Unlock 5-8% cashback rewards with AI-Powered Sourcing Order.co’s AI sourcing scans thousands of vendor data points — such as pricing, delivery speed, reliability, and more — to identify the best-fit supplier for each purchase automatically. Tap into a network of 15,000+ suppliers, access exclusive discounts, and proactively respond to shifting market conditions like price swings and tariff changes. Most customers save 5–10% in categories like maintenance and office supplies. Simplify Invoice Management & Automate Payments Reduce invoice processing time by over 80% with automated coding, 3-way matching, and reconciliation. Sync directly with QuickBooks Online, Sage Intacct, NetSuite, and more to pay on your terms and close your books faster, with fewer errors. Plus, unlock more float than traditional credit cards or card-based spend management solutions. Control Spend Without Slowing Teams Down Set granular approval workflows and custom budgets by user, location, or GL code. Order.co ensures teams stay compliant, even when ordering from e-commerce sites, while flagging fulfillment risks or delays, suggesting smarter alternatives automatically. Gain Real-Time Spend Insights & Forecast with Confidence Track spend as it happens. Get a real-time view of spend by department, vendor, or location. Evaluate supplier performance and forecast with predictive insights that help your business stay ahead of change.
-
FAMCare Human ServicesFAMCare streamlines the case management process and enhances client outcomes significantly. By utilizing automated casework through adaptable workflow tools and organized task lists, it ensures that no important details are overlooked. Furthermore, its robust pivot table reporting not only simplifies data analysis but also transforms it into an engaging task, facilitating straightforward quarterly and annual reports. Additionally, FAMCare offers a variety of modules, including those for workflow management, form creation, billing, and client portals, providing a comprehensive solution for all your case management needs. This versatility allows organizations to tailor the system to their unique requirements for maximum efficiency.
-
R3 Contract Management for GovConManaging government contracts shouldn’t be a never-ending spreadsheet chore. R3 Contract Management is built from the ground up for GovCon — and now, it goes beyond tracking and compliance. With embedded AI and intelligent workflows, R3 starts doing the contract work for you. Whether it’s ingesting a new award, adding clauses with flowdowns, adding CLINS and SLINS with funding details, or creating new subcontracts, R3 AI delivers more than visibility — it executes and does the actual work. R3 Contract Management comes with built-in capabilities tailored to how government contractors actually work. From clause flowdowns to cross-functional workflows and AI-powered updates, these features support smarter, faster, and more reliable contract execution. It’s not just contract management. It’s contract execution — at scale, powered by AI.
-
Adaptive SecurityAdaptive serves as the premier human security platform tailored for the age of artificial intelligence. The landscape of threats has transformed dramatically due to AI advancements; deepfakes enhance the authenticity of social engineering, while AI-driven phishing simplifies the execution of complex attacks, and the swift integration of AI tools within organizations presents new vulnerabilities. To combat these challenges, Adaptive unifies security awareness training, phishing simulation, email security, and AI governance, effectively safeguarding every entry point in the workplace. This platform equips employees with the knowledge to recognize and confront new threats, mitigates sophisticated attacks in their inboxes, and oversees the secure utilization of AI and related tools. Each component of the service collaborates seamlessly, aggregating insights from employees, emails, web browsers, and devices to perpetually assess and diminish human-related risks. With over 2,000 top-tier organizations placing their trust in Adaptive, the platform boasts an impressive rating of 4.9 out of 5 on G2 and Gartner, along with an NPS score of 94. It has garnered recognition from esteemed publications such as Fortune and Fast Company and has been showcased by major outlets like CNN, BBC, WSJ, Politico, and Variety. Additionally, Adaptive has successfully secured over $100 million in funding from prominent investors, including OpenAI and NVIDIA, underscoring its significant impact on the industry.
-
IUXIUX delivers a comprehensive trading experience designed for professional traders, featuring more than 250 tradable assets across currencies, stocks, indices, cryptocurrencies, commodities, and thematic indices. With spreads starting at zero pips and commission-free trading, the platform combines cost-efficiency with institutional-grade liquidity to minimize slippage and enhance execution quality. The trading infrastructure is built on low-latency fiber optic connections and Equinix LD4 servers, providing execution speeds averaging less than 30 milliseconds for swift market access. Traders can choose from several platforms including the IUX proprietary App Trade and the widely-used MetaTrader 5, both offering seamless access on desktop and mobile devices. The platform supports advanced analytics, real-time market charts, an economic calendar, and margin/spread calculators to empower traders with actionable market insights. IUX Markets is licensed and regulated by the FSC Mauritius, FSA Saint Vincent and Grenadines, FSCA South Africa and ASIC Australia, and ensures strict compliance with PCI DSS standards, safeguarding customer funds and data privacy. The company maintains a robust reputation for innovation and client service, reflected in multiple industry awards. It also provides demo accounts for new traders to practice and gain confidence before engaging in live trading.
-
Datasite Diligence Virtual Data RoomIt's essential to have more than just a basic platform for document exchange; you require advanced features like AI-driven redaction capabilities. An integrated Q&A tool with sophisticated workflow options is also necessary, as is a reliable source of truth to support your processes. That's where Datasite Diligence comes into play. Datasite offers the most reliable virtual data room (VDR) for mergers and acquisitions, with over 14,000 projects initiated each year on its platform. Built with top-tier functionality and innovative productivity tools, Datasite Diligence ensures that the due diligence process is seamless and efficient, allowing you to focus on what truly matters. In today's fast-paced business environment, having the right tools is crucial for success.
What is AlternativeSoft?
Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users.
With our platform, users can efficiently:
- Assess manager risk/return through access to over 3,000 statistics on funds
- Establish a customizable investable universe using robust screening tools
- Monitor and evaluate fund exposures
- Build, optimize, and oversee portfolios
- Conduct thorough due diligence on hedge funds
- Generate reports on funds using PowerBI or Excel API
- Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available
With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.
What is AIM?
Altvia's comprehensive product suite, combined with its deep industry insights, enhances the Salesforce CRM platform specifically for the Alternative Investments sector. By converting data and relationships into valuable institutional knowledge, firms can obtain the competitive advantage necessary for growth and advancement.
The AIM solution from Altvia, designed for Private Equity CRM, effectively captures the dynamics of your investments, monitors portfolio performance, and connects with back-end systems to facilitate scalability. Additionally, AIM can seamlessly integrate with a LP Portal and Data Visualization tool, enabling both internal and external teams to operate more efficiently. This integration fosters trust among stakeholders and investors by providing them with clear and transparent information regarding their capital. As a result, firms can strengthen their relationships and enhance their overall performance in the competitive landscape.
Integrations Supported
Preqin
Backstop
Bloomberg
Microsoft Excel
Microsoft Power BI
Integrations Supported
Preqin
Box
Conga Contracts
Docusign
Evernote
LinkedIn
API Availability
Has API
API Availability
Pricing Information
Module based:
Modules include:
Data Universe
Fund Selection
Portfolio Construction
Private Markets
Hedge Funds Due Diligence
Reporting PowerBI
Modules include:
Data Universe
Fund Selection
Portfolio Construction
Private Markets
Hedge Funds Due Diligence
Reporting PowerBI
Free Trial Offered?
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Windows
Mac
On-Prem
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Training Options
Documentation Hub
Webinars
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
AlternativeSoft
Date Founded
2005
Company Location
Switzerland, UK, USA
Company Website
www.alternativesoft.com/index.html
Company Facts
Organization Name
Altvia Solutions
Date Founded
2006
Company Location
United States
Company Website
altvia.com
Categories and Features
Financial Risk Management
Compliance Management
For Hedge Funds
Liquidity Analysis
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Hedge Fund
Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Benchmarking
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management
Private Equity
Not specified
Wealth Management
Not specified
Categories and Features
Financial CRM
Not specified
Investment Management
Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Investor Relations
Not specified
Private Equity
Not specified