AlternativeSoft vs Morningstar Office
AlternativeSoft
alternativesoft.com
Morningstar Office
morningstar.comSide by side
| Figure | AlternativeSoft | Morningstar Office |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | — | Yes |
| API | Yes | — |
| Plans published | 1 | 1 |
| Spec score · Portfolio Management Software | 8.5 (#10) | 8.1 (#21) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2005 | 1984 |
| Headquarters | London, United Kingdom | Chicago, Illinois, United States |
| Integrations | Listed connections include Bloomberg, eVestment, Morningstar, Preqin, HFR, Pitchbook, Albourne, WithIntelligence, BarclayHedge, and Refinitiv/LSEG. | Morningstar Office Cloud documentation lists integrations including eMoney Advisor, Redtail CRM, MoneyGuidePro, FinanceLogix, HiddenLevers, and RiskAlyze. |
| 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. | Morningstar Office provides a platform for financial advisors that combines client communication, portfolio accounting and reporting, portfolio analysis, research, rebalancing, and fee billing. |
| Risk analysis | Yes | Yes |
| Security | The platform overview describes AlternativeSoft as ISO compliant, GDPR-compliant, and enterprise-grade secure. | Morningstar says it uses physical, technical, and procedural safeguards and encryption in transit; its public Office privacy statement does not detail specific security controls. |
| Support | The company says it provides dedicated onboarding and implementation support, and that most institutions are operational within 2–4 weeks. | The Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information. |
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.
Morningstar Office
Morningstar Office has no write-up on Specifiction yet; its figures are above.