Octopus earns Fundmanager.tools Editors’ Pick as best Order- Portfolio- and Fund Management solution

Matthias Knab, Opalesque for New Managers:

Fundmanager.tools, the brand new intelligence division of world various funding information writer Opalesque, at the moment introduced that Octopus, the net based mostly built-in front-to-back funding administration Order-, Portfolio- and Fund Management system has been awarded the 2022 Editors’ Pick recognition.

Fundmanager.tools reviewed six main options in 105 detailed analysis factors and compiled the ends in a complete comparative matrix which is made out there for obtain right here:


Fundmanager.instruments’ comparative matrix benchmarks six contenders, visualizing similarities and variations between merchandise and providers.

The matrix crowns OCTOPUS as the winner and Editors’ Pick with the very best analysis rating of 96% and the best price-performance ratio, based mostly on the present knowledge – forward of Simcorp, Bloomberg AIM, Octopus, Xentis, Hedgeguard and FundDepend. Contact [email protected] to counsel or replace options and/or knowledge fields within 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 respect the “quick implementation” and “most automation” capabilities that permits customers to automate nearly each job from imports out of exterior sources to sending reviews. A Zurich based mostly Asset Manager mentioned that Octopus “automized greater than half of our handbook work. Flawless help, all interfaces, which weren’t there but, had been ready in a breeze. We did not have to fret about something.”

Nathalie Ulken, Project Manager at Octopus, mentioned: “We have been engaged on this product since 2008 and have constantly constructed and expanded its capabilities. Getting this recognition as Editor’s Pick is actually fantastic. To have trade knowledge pushed affirmation of our product is one thing we’ve got 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 complete 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 nearly every little thing, significantly folks and bills for compliance, are solely going up, it is a crucial and basic precept for our agency to be aligned with our shoppers and to provide the best doable merchandise and providers to assist them keep aggressive.”

Fund managers can “check drive” Octopus totally free for 4 weeks

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

  • Setup of 1 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 straight in Bloomberg after compliance examine

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.

Interested managers can obtain the matrix and vouchers for the free fund arrange right here: https://www.fundmanager.tools/portfoliomanagementsoftware.


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