# 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 --- # 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)[FAQs](#faqs)[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. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price $2900 Per User, Per Month Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.4 (15) Value For Money 4.0 (1) Value For Money 4.1 (11) Customer Service 4.0 (1) Customer Service 4.5 (13) ## Octopus alternatives [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [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 [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [PortfolioShop](https://www.capterra.com/p/157187/ReconAdvantage/) [4.8 (4)](https://www.capterra.com/p/157187/ReconAdvantage/#reviews) Starting price $1500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about Octopus Overview ### What company size and specific industries is Octopus built for? Octopus is designed for hedge funds, fund-of-funds, crypto funds, UCITS/AIFMD-regulated firms, banks, asset managers, and family offices. It suits firms of varying sizes that need front-, middle-, and back-office automation, along with full- or part-time outsourced back-office services. Features and Usability ### What are the key features of Octopus? Octopus offers financial management features such as accounts payable, accounts receivable, general ledger, bank reconciliation, and billing & invoicing. It also includes portfolio management, investor accounting, risk management, compliance tracking, and real-time reporting, plus data import/export, customizable reports, workflow management, and third-party integrations. Talk to an expert ### More questions? Ask our experts Getting Started and Support ### What training and onboarding options does Octopus offer? Octopus provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, documentation offers written reference material, and videos provide visual walkthroughs for reviewing features and setup steps at any time. Getting Started and Support ### What customer support options does Octopus offer? Octopus provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. No reviewer feedback is available here to describe support quality, response times, or common issues, so the support experience cannot be assessed from user comments. ## 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.