Octopus

RATING:

4.0

(1)
Overview

About Octopus

Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagementsoftware Supports Crypto Portfolio/Funds! Crypto version video: http://www.octo21.com/crypto The Portfolio management includes: 1.Complex portfolio structures with individual access rights 2.Full instrument type coverage with compliance enhancements 3.Detailed, extensible, self-updating instrument database 4.Pricing database with multiple data sources and fields for additional calculations 5.Complete historical position and transaction database 6.Portfolio can be viewed and calculated retrospectively for any given historical day 7.Extensible performance and valuation fields for each position 8.Cross-portfolio positions and transactions search, filtering...

Octopus Pricing

$ 2,900 per user per month, starting with 5 users - no extra costs, no setup fees

Starting price: 

$2,900.00 per month

Free trial: 

Available

Free version: 

Not Available

Dashboard (user-specific)
Slide 1 of 6

Octopus Reviews

Overall Rating

4.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for Octopus

1 Review

User Profile

Pedro

Verified reviewer

Computer Software, 501-1,000 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed January 2024

Gestión de fondos de inversión

He utilizado la plataforma mientras trabaja en un proyecto relacionado con la gestión de carteras y fondos de inversión, en general la experiencia de uso ha sido bastante positiva.

PROS

Me ha parecido una herramienta muy fácil de usar y con unas opciones muy interesantes, como la posibilidad de creación informes bastante detallados, así como su módulo de contabilidad, que es bastante completo.

CONS

El único punto débil que se podría reseñar es la integración con las herramientas de backoffice de terceras partes, creo que en este punto la plataforma podría mejorar un poco.