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Octopus vs PORTAX

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US$2,900.00/month

US$89.00/month

Overall

4.0 (1)

Ease of Use
5.0 (1)
Features & Functionality
4.0 (1)
Customer Service
4.0 (1)
Value for Money
4.0 (1)

Overall

(0)

Ease of Use
(0)
Features & Functionality
(0)
Customer Service
(0)
Value for Money
(0)

Hedge Funds, FoF, Crypto Funds, UCITS/AIFMD regulated, Banks, Asset Managers and Family Offices. Firms in need of front/middle/backoffice Automation & backoffice service full or part time outsourcing.

Wealth Managers, Financial Advisors, Family Offices, Investors, Portfolio Management

10/10

Benchmarking
Bonds/Stocks
Fee Management
For Investment Advisors
For Investors & Traders
Fund Management
Investments Tracking
Performance Metrics
Portfolio Rebalancing
Tax Management Software

10/10

Benchmarking
Bonds/Stocks
Fee Management
For Investment Advisors
For Investors & Traders
Fund Management
Investments Tracking
Performance Metrics
Portfolio Rebalancing
Tax Management Software

Cloud-based
On-premise

Not provided by vendor

Live Online
Webinars
Documentation
Videos

Live Online
Webinars
Documentation
Videos

Email/Help Desk
FAQs/Forum
Knowledge Base Software
Phone Support
Chat

Email/Help Desk
FAQs/Forum
Knowledge Base Software
Phone Support
Chat