AlternativeSoft vs Investment Account Manager
AlternativeSoft
alternativesoft.comInvestment Account Manager
investmentaccountmanager.comSide by side
| Figure | AlternativeSoft | Investment Account Manager |
|---|---|---|
| Price from | — | $159/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | — |
| Windows | Yes | Yes |
| macOS | Yes | — |
| Linux | Yes | — |
| API | Yes | — |
| Plans published | 1 | 2 |
| Spec score · Portfolio Management Software | 8.5 (#10) | 7.7 (#50) |
| Founded | 2005 | 1985 |
| Headquarters | London, United Kingdom | Mequon, Wisconsin, United States |
| Performance reporting | Yes | Yes |
| Purpose | AlternativeSoft is an investment analytics platform for institutional investors covering fund screening, due diligence, portfolio construction, risk monitoring, and reporting. | Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios. |
Plans
Investment Account Manager
- IAM4 Individual New Activation$159 a month
- IAM4 Individual New Activation$159, paid once
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.
Investment Account Manager
Investment Account Manager has no write-up on Specifiction yet; its figures are above.