AlternativeSoft 365

The AlternativeSoft 365 Addin for Microsoft Excel is a powerful analytics tool designed for investment professionals—including asset managers, fund selectors, and institutional investors—who require advanced fund and portfolio analysis directly within Excel. This addin connects seamlessly to the AlternativeSoft platform, enabling users to perform fund and portfolio analytics and generate client-ready reports without switching between systems. With support for dynamic formulas and customizable templates, it streamlines complex investment workflows and enhances decision-making—all within the familiar Excel environment.

Note: This addin requires an active subscription to the AlternativeSoft platform. Users must hold valid credentials and an active license agreement with AlternativeSoft to access and use the full functionality of this addin. This may involve additional fees beyond the Microsoft AppSource listing.

Disclaimer: The AlternativeSoft 365 Addin for Microsoft Excel is provided as an investment analytics tool and does not constitute financial advice. Users are responsible for validating all results and outputs. AlternativeSoft does not accept liability for any financial losses resulting from use. Usage is governed by the Microsoft Standard Contract for Marketplace and AlternativeSoft’s published terms.