Best Private Equity Software for Microsoft Power BI

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

Custom-built to enhance efficiency and crafted to work in harmony with your current data and technology, the Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator will establish a unified, reliable, and thorough source of information. This actionable intelligence is effortlessly integrated with both Microsoft and third-party applications, ensuring it is user-friendly and readily embraced. Initiating a Private Equity CRM initiative is merely the first step; ensuring it harmonizes your organization and provides tangible business benefits is a different endeavor altogether. We recognize the hurdles you face, and with numerous specialized projects completed, we have established ourselves as leaders in the development and implementation of customized CRM solutions tailored to fulfill your specific needs. Our commitment to understanding your unique challenges sets us apart in delivering exceptional value.