Web based Order-
Portfolio- and

Integrated front-to-back investment management system

Since 2008. based in
Switzerland. Used by
Hedgefunds and asset
managers. More than 15
billion AUM.

Maximum automation

From import out of

external sources to sending reports it is possible to automate almost every task in octopus


Dedicated servers in
highest security data
processing center (next
to SIX). UNIX based high
reliability, fast Web-
Application. Secure VPN
access 24/7.


Why utilise octopus

Fastest implementation

octopus portfolio & fund management
  • your system is ready to be used in one day

  • no local installation - runs fully in Browser

  • highest level live chat support - learn while using

  • included setup and data migration support

Save time...

octopus data warehouse IBOR
  • automated external data import/export

  • data warehouse IBOR / no double entry

  • easiest trade capture / copy&paste

  • interfaces for all your counterparties

  • automated report generation for
    Daily NAV, Factsheet, Compliance, etc.

  • report scheduler / email support

... and money

  • fixed user based monthly fee

  • unlimited AuM / number of funds

  • zero initial investment

  • report design included

  • interface setup included

  • no risk / cancel any time

octopus pre-trade compliance
Bloomberg API

Delivers Bloomberg data content sets, pricing and regulatory data for over 50 million securities.

bloomberg API
interactive brokers
swissquote API
UBS Asset link
bloomberg EMSX

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Watch our product  & training videos
Fund Management
Order Management
Portfolio Managem.
Reporting & DMS

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