# Octopus Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Octopus Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/150818/Octopus

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# 

 Octopus Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Octopus

## What is Octopus?

Editors pick by Opalesque: https://www.fundmanager.tools Front-, middle- & back office. Fund- & Portfolio management, Reporting, Factsheet automation, Pre-Trade & Ex-post compliance, Fund accounting, Risk management. Automated reporting (Factsheet, KIID, Portfolio, Risk/ICO). DMS, KYC. Octopus core modules have proven their reliability for more than 20 years. We design a Software with individual add-on modules according to your requirements for maximum automation of your workflows.

## What is Octopus used for?

[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Fund Accounting](https://www.capterra.com/fund-accounting-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$2900

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Octopus?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.finanzinformatik.ch/&name=Octopus)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Octopus

4.0 (1)

VS.

[4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/)

Starting Price

$2900

Per User, Per Month

Starting Price

$3000

Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.2 (46)

Value For Money

4.0 (1)

Value For Money

4.0 (34)

Customer Service

4.0 (1)

Customer Service

4.4 (40)

## Octopus alternatives

[4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/)

Starting price

$24000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[0.0](https://www.capterra.com/p/24348/VestServe/#reviews)

Starting price

$27500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

Highest Rated

[5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[PackHedge](https://www.capterra.com/p/164389/PackHedge/)

[4.9 (11)](https://www.capterra.com/p/164389/PackHedge/reviews/)

Starting price

$5000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/164389/PackHedge/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Audit Trail

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

A record of all activities within the system, including user access, changes made, etc.

Contact Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Data Import/Export

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Document Management

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

For Hedge Funds

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Designed for Hedge Funds

Investments Tracking

3.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Monitor capital allocation and asset prices over time

Octopus 61 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Track money owed to a company's creditors/suppliers

Track outstanding invoices and the money owed from clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Automatically place and execute trades without the need for manual input.

Compare and match accounting/financial records with corresponding bank statements

Compare key metrics for the business against prominent players in the industry

Create, manage, and send invoices or bills to customers

Purchase and track both bonds and stocks in the portfolio

Create budgets based on historical data and future projections

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

A financial statement that lists a company's accounts and details the account type and balance

Track and trade contracts to transact in tangible goods at a certain price in the future

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Manage, organize, and store contact information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Monitor and record expenses such as purchases or charges incurred

Track collected or paid charges for services performed or access granted

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Designed for Hedge Funds

Used by financial advisors and money managers

Used by retail investors and active traders/day traders

Manage allocation and performance of financial assets

Centralized accounting record which tracks all financial transactions

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Monitor capital allocation and asset prices over time

Automated payments and reporting for investors

Compile and report on all investor activities

Access software remotely via mobile devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage and handle various international currencies

Manage and track customer orders for goods, investments, or any other purchases

Monitor and analyze the performance and status of a server or system/application

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Tracking and logging the performance, risks, gains and losses of investments

Measure and assess the performance of investments

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Reallocation of assets to reflect changing investment goals or market conditions

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Receive data and information in real time

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Set up connections to third-party platforms to improve business processes

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.0 (1)

4.0

Based on 1 reviews

## Pricing

Value for money

4.0 (1)

Free Trial

Basic

$2,900

Per User,Per Month

Value for money

4.0 (1)

4.0

Based on 1 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (1)

4.0

Based on 1 reviews

## User reviews

Overall rating

4.0

Based on 1 reviews

Filter by rating

5(0)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Pedro L.

consultor

Computer Software

### "Gestión de fondos de inversión"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

January 15, 2024

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Independent research methodology

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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