iBalance vs Octopus

$8,000.00/month

US$2,900.00/month

• Ease of Use

  3.8 (4)

• Features & Functionality

  (4)

• Customer Service

  4.5 (4)

• Value for Money

  (4)

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• Ease of Use

  5.0 (1)

• Features & Functionality

  4.0 (1)

• Customer Service

  4.0 (1)

• Value for Money

  4.0 (1)

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Designed for private and institutional wealth managers, family offices, & advisors, it is a web-based portfolio management solution that helps with compliance management, workflow automation and more.

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.

• Accounting Software
• Audit Trail
• Bonds/Stocks
• Compliance Management
• Compliance Tracking
• Fund Management
• Investments Tracking
• Portfolio Management
• Portfolio Rebalancing
• Tax Management Software

See all features

• Accounting Software
• Audit Trail
• Bonds/Stocks
• Compliance Management
• Compliance Tracking
• Fund Management
• Investments Tracking
• Portfolio Management
• Portfolio Rebalancing
• Tax Management Software

See all features

• Cloud-based
• On-premise

• Cloud-based
• On-premise

• Live Online
• Webinars
• Documentation
• Videos

• Live Online
• Webinars
• Documentation
• Videos

• Email/Help Desk
• FAQs/Forum
• Knowledge Base Software
• Phone Support
• 24/7 (Live rep)
• Chat

• Email/Help Desk
• FAQs/Forum
• Knowledge Base Software
• Phone Support
• 24/7 (Live rep)
• Chat