Octopus Ahead of Bloomberg, Simcorp in Fundmanager.tools Ranking of Order-, Portfolio- And Fund Management Solutions

Octopus 2022 Editor’s Pick as Best Order-, Portfolio- and Fund-Management Solution

Nathalie Ulken, Project Manager, OCTOPUS

Nathalie Ulken, Project Manager, OCTOPUS



Swiss front-to-back funding administration system with greatest analysis and price-performance ratio as greatest Order-, Portfolio- and Fund Management Solution.

Our declare is to be the one all-in-one, totally compliant Portfolio- and Fund Management Web utility to cowl funding managers’ whole workflow – with out breaking the financial institution. Please verify us out!”

— Nathalie Ulken

NEW YORK, NY, USA, November 23, 2021 /EINPresswire.com/ — Fundmanager.tools, the brand new intelligence division of international different funding information writer Opalesque, at this time introduced that Octopus, the online based mostly built-in front-to-back funding administration Order-, Portfolio- and Fund Management system, has been awarded the 2022 Editors’ Pick recognition – forward of Simcorp, Bloomberg AIM, Xentis, Hedgeguard and FundRely.

Fundmanager.instruments reviewed six main options in 105 detailed analysis factors and compiled the outcomes in a complete comparative matrix which is made accessible for obtain right here (no value):


Fundmanager.instruments’ comparative matrix benchmarks six contenders, visualizing similarities and variations between services and products.

The matrix crowns OCTOPUS because the winner and Editors’ Pick with the very best analysis rating of 96% and the most effective price-performance ratio, based mostly on the present knowledge. Contact [email protected] to counsel or replace options and/or knowledge fields in the comparative matrix.

Octopus has been created by Pfäffikon, Switzerland based mostly Finanzinformatik IT GmbH. The firm was based in 2003 and launched Octopus in 2008. Octopus customers recognize the “quick implementation” and “most automation” capabilities that enables customers to automate virtually each job from imports out of exterior sources to sending experiences. A Zurich based mostly Asset Manager mentioned that Octopus “automized greater than half of our handbook work. Flawless assist, all interfaces, which weren’t there but, had been ready in a breeze. We didn’t have to fret about something.”

Nathalie Ulken, Project Manager at Octopus, mentioned: “We have been engaged on this product since 2008 and have repeatedly constructed and expanded its capabilities. Getting this recognition as Editor’s Pick is absolutely great. To have business knowledge pushed affirmation of our product is one thing we now have been striving to attain.”

Ulken added: “Our declare at Octopus is to be the one all-in-one, totally compliant Portfolio- and Fund Management Web utility that main funding managers globally use to cowl their whole workflow – with out breaking the financial institution. We present that it is doable to ship a superior product on the best value. Given the truth the place virtually all the pieces, notably individuals and bills for compliance, are solely going up, it is a vital and basic precept for our agency to be aligned with our shoppers and to offer the very best services and products to assist them keep aggressive.”

Fund managers can “check drive” Octopus without cost for 4 weeks

Ulken additionally introduced that fund managers can get free entry to Octopus and use its whole performance by establishing one fund and operating it for 4 weeks on the system, a proposal valued at $2000, with none obligations:

– Setup of one fund with present portfolio, together with import of all securities / positions / transactions
– Import of all historic knowledge (NAV, sharevalues)
– Setup reconciliation together with all interfaces to banks and brokers
– Setup fund particular compliance guidelines and pre-trade limits
– Design of fund particular NAV report, Risk & Compliance report, factsheets and KIID + automated emails
– Setup EMSX API to commerce instantly in Bloomberg after compliance verify

Included is the setup of a devoted server with safe VPN entry. Interested fund managers will get a private on-line coaching on request or watch the included coaching movies.

About Opalesque:

Since 2003, Opalesque is the main information service on hedge funds and different investments: the one hedge fund information learn by the elite hedge fund managers.

“Opalesque modified the world by bringing transparency the place there was opacity and by delivering an correct skilled reporting service.” – Nigel Blanchard, Culross

Opalesque’s every day Alternative Market Briefing publication focuses on hedge funds and different investments. This hybrid monetary information service combines proprietary business information tales and filtered third celebration experiences and has been credited by many business insiders with delivering exact, correct, and very important data to a notoriously guarded viewers.

With its SKILLSLAB webinars and Virtual Manager Visit video codecs, Opalesque has reached over 2 million buyers, funding managers and repair suppliers with unbiased instructional content material.

Fundmanager.instruments is the brand new intelligence division of Opalesque.

Matthias Knab
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