# Octopus Software Reviews, Demo & Pricing - 2026 > Review of Octopus Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/350809-Octopus --- [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / Octopus Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Octopus 2026: Benefits, Features & Pricing Wondering if Octopus is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Octopus 4.0 [(1)](https://www.softwareadvice.com/product/350809-Octopus/#reviews) Pricing Starting at $2,900.00 per month ### 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 and export functions 9. Database API for direct Excel connection 10. Extensive setup database o Broker/counterparties/issuers o Commissions schedule o Countries/currencies o Instrument types (hierarchical structure) o Markets o Rating map o Transaction types (hierarchical structure) The Order management includes: 1. Sophisticated trade blotter tool for fast and easy execution for large amounts of trades 2... . Excel import for individual Excel sheets and adjustable copy & paste functionality 3. Extensive, easy to adjust interfaces for brokers, custodians, and other counterparties 4. Interfaces for all major price feed providers 5. Entire universe coverage for instruments accompanied by pre-trade compliance 6. Order book with search, filter and export functionality for new, pending and executed trades 7. Individual portfolio views with direct trade blotter generation 8. Portfolio simulation tool with rebalancing and direct trade blotter generation 9. Fee management tool to automate or simplify post-processing of transactions Reconciliation & Interfaces functions: 1. Sophisticated interface setup tool to cover any type of file-based data import 2. FTP, Email and API data transfer with encryption support 3. Setup of unlimited reconciliation tasks between your data and any third-party partners 4. Automated reconciliation groups, flexible scheduler 5. Instrument name mapping database The Fund management & valuation includes 1. Accounting/shadow accounting for complex fund structures e.g. master-feeder and hedging option 2. Ex-post compliance checks with a flexible and sophisticated rule catalogue with per fund setup 3. Setup of multiple currency share class structures and shares with the capability of currency hedging 4. Complex fee setup for automated fee calculation on fund or share class level 5. Configurable performance fee calculation with high watermark and hurdle rate support 6. Complete exportable NAV, compliance and subscription/redemption history 7. Extensible calculations for performance, VaR and other key figures 8. Automated data sources for portfolio value, subscription/redemptions, liabilities, hedges Reporting 1. Sophisticated reporting engine based on the open source software Jasper Reports 2. Easy to adjust reporting templates for KIID, Factsheet, NAV, Portfolio and annual reports 3. Extensive and highly customizable reports adjustable to any corporate identity 4. Report generation and email distribution with batch processing and scheduler control Wondering if Octopus is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. ## Octopus User Interface ## Popular Octopus Alternatives Main Product Octopus 4.0 [(1)](https://www.softwareadvice.com/product/350809-Octopus/#reviews) Ratings Breakdown - 5.0Ease of use - 4.0Value for money - 4.0Customer support - 4.0Functionality Pricing Starting at $2900.00 per month Get Price Alternative Product [Backstop](https://www.softwareadvice.com/equity-management/backstop-profile/) 4.3 [(46)](https://www.softwareadvice.com/equity-management/backstop-profile/#reviews) Ratings Breakdown - 4.15Ease of use - 4.03Value for money - 4.42Customer support - 4.24Functionality Pricing Starting at $3000.00 per year Get Price Alternative Product [PackHedge](https://www.softwareadvice.com/product/473991-PackHedge/) 4.9 [(11)](https://www.softwareadvice.com/product/473991-PackHedge/#reviews) Ratings Breakdown - 4.36Ease of use - 4.70Value for money - 4.91Customer support - 4.45Functionality Pricing Starting at CHF5000.00 per year Get Price Alternative Product [Dynamo Software](https://www.softwareadvice.com/product/131884-Dynamo/) 4.6 [(34)](https://www.softwareadvice.com/product/131884-Dynamo/reviews/) Ratings Breakdown - 4.38Ease of use - 4.63Value for money - 4.72Customer support - 4.53Functionality Pricing Starting at $1.00 per year Get Price Alternative Product [V3locity](https://www.softwareadvice.com/hedge-fund/v3-profile/) No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Available upon request Get Price Alternative Product [PortfolioShop](https://www.softwareadvice.com/hedge-fund/reconadvantage-profile/) 4.8 [(4)](https://www.softwareadvice.com/hedge-fund/reconadvantage-profile/#reviews) Ratings Breakdown - 4.75Ease of use - 5.0Value for money - 5.0Customer support - 4.75Functionality Pricing Starting at $1500.00 per month Get Price ## Octopus Pricing and Plans Starting price: $2,900.00 per month Free Trial Free Version Basic $2,900.00 per user, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Octopus Features - Popular features found in Fund Accounting Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Budgeting/Forecasting Expense Tracking Financial Reporting Income & Balance Sheet Partnership Accounting Payroll Management Real-Time Reporting - More features of Octopus Accounting Activity Dashboard Activity Tracking Alerts/Notifications API Audit Trail Automated Execution Benchmarking Bonds/Stocks Cash Management Chart of Accounts Commodity Futures Compliance Management Compliance Tracking Contact Management Customizable Reports Customizable Templates Data Import/Export Document Management Fee Management Financial Analysis Financial Management Fixed Asset Management For Hedge Funds For Investment Advisors For Investors & Traders Fund Management General Ledger Investments Tracking Investor Management Investor Reporting Mobile Access Modeling & Simulation Monitoring Multi-Currency Order Management Performance Analysis Performance Metrics Portfolio Accounting Portfolio Analysis Portfolio Management Portfolio Rebalancing Profit/Loss Statement Purchasing & Receiving Real-Time Data Reporting/Analytics Reporting & Statistics Risk Management Tax Management Third-Party Integrations Visual Analytics Workflow Management ## Octopus User Reviews Overall Rating 4.0 Ratings Breakdown 5 0% 4 100% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 5.0 Value for money 4.0 Customer support 4.0 Functionality 4.0 Have you used Octopus and would like to share your experience with others? Pedro L. Verified reviewer Computer Software 501-1000 employees Used weekly for less than 6 months Review source Reviewed January 2024 Gestión de fondos de inversión 4 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. Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 4 Functionality 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. Read More Showing 1 - 1 of 1 Reviews ## Other Top Recommended Fund Accounting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (687) Recently recommended **478** times [Aplos](https://www.softwareadvice.com/nonprofit/aplos-profile/) **4.5** (186) Recently recommended **53** times [Fund EZ](https://www.softwareadvice.com/accounting/fundez-nonprofit-accounting-profile/) **4.4** (25) Recently recommended **25** times [MIP Accounting](https://www.softwareadvice.com/product/121198-MIP-Accounting/) **4.1** (69) Recently recommended **4** times Stuck Between Options? Our experts can help you compare Octopus with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice