Portfolio Probe Reviews

FundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.

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.

FundsTOTAL is an innovative SaaS platform designed to offer hedge fund managers essential services such as real-time trade capture, portfolio management, risk analysis, and performance attribution, as well as effective communication tools for investors. By alleviating the burdens associated with developing and maintaining an advanced technological framework, FundsTOTAL enables its clients to focus on their primary objective: effectively managing investors' assets. With its secure portfolio analysis portal, fund managers can provide institutional investors with the necessary transparency regarding their portfolios. This feature is particularly beneficial for crypto traders and hedge funds, as it offers a unified view of assets across various cryptocurrency exchanges. FundsTOTAL ensures that users remain informed about fast-evolving market conditions with its real-time monitoring and portfolio analysis capabilities. Additionally, the platform allows for effortless visualization and comparison of any portfolio attribute through the use of dynamically generated real-time charts, enhancing decision-making processes and strategic planning. Ultimately, FundsTOTAL empowers fund managers to optimize their operations and deliver exceptional value to their clients.