AlternativeSoft vs Charles River IMS
AlternativeSoft
alternativesoft.comCharles River IMS
crd.comSide by side
| Figure | AlternativeSoft | Charles River IMS |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| API | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Investment Compliance Software | 8.6 (#1) | 7.6 (#5) |
| Spec score · Portfolio Management Software | 8.5 (#10) | 7.6 (#52) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Headquarters | London, United Kingdom | Burlington, Massachusetts, USA |
| Integrations | Listed connections include Bloomberg, eVestment, Morningstar, Preqin, HFR, Pitchbook, Albourne, WithIntelligence, BarclayHedge, and Refinitiv/LSEG. | The portfolio page features MSCI, Axioma, RIMES, Opturo, and Jacobi as partners for portfolio and risk analytics, data, performance analytics, or portfolio management. |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | The platform overview describes AlternativeSoft as ISO compliant, GDPR-compliant, and enterprise-grade secure. | The company says the platform has robust security infrastructure backed by State Street; its site displays an ISO 27001 service mark. |
| Support | The company says it provides dedicated onboarding and implementation support, and that most institutions are operational within 2–4 weeks. | Charles River says it offers clients 24/7 support globally. |
Plans
In their own words
AlternativeSoft
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. 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 prepares 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. The platform supports bidirectional Excel exchange and a live Power BI connector. It is browser-based cloud SaaS with no installation. Pricing is tailored by modules, users, concurrent access, data connections, and fund coverage; a free 14-day trial follows a demo.
Charles River IMS
Charles River IMS has no write-up on Specifiction yet; its figures are above.