--- title: "Origin Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Origin Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/239752/Origin/" page_type: "product" language: "en" --- # Origin Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 25, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Origin ## What is Origin? Optimize your investment process, screen and underwrite deals faster to build a winning portfolio with Origin by Altrio. Origin helps you consolidate information from memos, brochures and emails without any manual data entry, creating a proprietary deal and asset database that can give you an edge when analyzing deals. Instantly access relevant and reliable real estate market, capital market, economic and demographic information, helping to complete and accurate picture of every investment. ## What is Origin used for? [Investment Management](https://www.capterra.com/investment-management-software/)[Commercial Real Estate](https://www.capterra.com/commercial-real-estate-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Free version not included 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 Origin?[Manage this product listing](https://www.g2.com/products/altrio-enterprise/claim_requests/new?auto=true) ## 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. ### Origin 4.0 (1) VS. [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting Price Contact vendor Starting Price $650 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (1) Ease Of Use 4.7 (108) Value For Money 5.0 (1) Value For Money 4.8 (84) Customer Service 4.0 (1) Customer Service 4.9 (91) ## Origin alternatives [MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.3 (108)](https://www.capterra.com/p/79570/MRI-Software/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79570/MRI-Software/) Highest Rated [First Rate Vantage](https://www.capterra.com/p/179626/Investor-Portal/) [4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/) Starting price $3000.00 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/179626/Investor-Portal/) [MadeMarket](https://www.capterra.com/p/265141/MadeMarket/) [4.8 (20)](https://www.capterra.com/p/265141/MadeMarket/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/265141/MadeMarket/) [InvestNext](https://www.capterra.com/p/185770/InvestNext/) [4.7 (20)](https://www.capterra.com/p/185770/InvestNext/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/185770/InvestNext/) ## FAQs about Origin Features and Usability ### What are the key features of Origin? Origin offers API access, CRM, and lead management for contact and deal tracking, plus deal management and workflow management for sales processes. It also includes investments tracking and portfolio management, alongside financial analysis, real-time analytics, customizable reports, data visualization, and document management for reporting and recordkeeping. Getting Started and Support ### What training and onboarding options does Origin offer? Origin provides live online sessions, documentation, and videos for team training. Live online sessions support guided setup and direct instruction, documentation offers written reference material for self-paced review, and videos provide visual walkthroughs for learning product features and steps. Getting Started and Support ### What customer support options does Origin offer? Origin offers email/help desk and phone support for customer assistance. No reviewer feedback is available about support quality, so user experience details such as response speed, helpfulness, or common frustrations are not available from the catalog data. ## Features AI summary Based on 877 Investment Management reviews Capterra reviewers highlight these as the features buyers value most when choosing investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Origin supports **Performance Metrics** and **Investments Tracking**, giving teams visibility into portfolio results and a clear way to monitor holdings over time. However, it does not include **Reporting/Analytics**. Instead, it offers other highly rated capabilities, including **Data Import/Export** (**38%**) and **Portfolio Management** (**40%**), which can help businesses move data between systems and oversee asset allocation more effectively, allowing teams to keep investment information organized and make more informed decisions. Performance Metrics 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Investments Tracking 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Portfolio Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk CRM 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Reports 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of reports Origin 16 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - For Investors & Traders: Used by retail investors and active traders/day traders - Investments Tracking: Monitor capital allocation and asset prices over time - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Task Management: Create, manage and track all task activities and progression - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Features 3.0 (1) 3.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Shufti MCP Connector](https://www.capterra.com/p/10185083/MCP-Connector/) ## 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 Aman K. Researcher Chemicals ### "Revolutionize Your Workflow with Origin Altrio Business Management Software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 March 2, 2023 Origin Altrio is a software designed for business management that offers several features, including project management tools, CRM capabilities, financial management tools, and a customizable dashboard. The software aims to streamline and optimize business processes to increase productivity and profitability. Overall, the software may be beneficial for businesses looking to improve their efficiency and management of various aspects of their operations. Pros Origin Altrio is a software designed for business management that provides several features including a dashboard that can be personalized, project management tools, CRM capabilities, and financial management tools. These functions can assist companies in simplifying their workflows, overseeing their performance, controlling projects, developing better customer relationships, and handling finances efficiently. Cons Users who are not familiar with business management software may find that Origin Altrio has a learning curve. Moreover, some users may feel that certain features are inadequate or not as comprehensive as they desire. Therefore, it is crucial to conduct thorough research and testing of the software before adopting it to ensure that it meets the unique requirements of your business. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted 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.