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Opterra

Paid#11 of 22 in Hedge Fund Software

Opterra: Broad cloud platform for fund accounting and investor operations, without order management. Ranked #11 of 22 in Hedge Fund Software by our editors (7.8/10); pricing: Pricing on request; best for alternative-asset funds needing investor accounting.

7.8/10Editor score

Contact Arcesium

Opterra7.8 Contact Arcesium

At a glance

Editor score
7.8 / 10
Pricing
Pricing on request
Best for
Alternative-asset funds needing investor accounting
Portfolio management
Yes
Facts checked
24 Sep 2026

Where it wins
- Unified investment and portfolio accounting with investor allocations
- Treasury, reconciliation, and regulatory reporting in one platform
- Supports public and private assets through web and API access
Where it doesn't
- Order management is not included
- Pricing requires a sales inquiry rather than self-serve plans
- Cloud deployment may not suit firms requiring other hosting models

Our verdict on Opterra

Opterra is Arcesium’s cloud-native investment operations and data management platform for hedge funds, institutional asset managers, and private-market firms. Delivered through web and API access, it spans middle- and back-office work rather than front-office trading: unified investment and portfolio accounting, investor accounting, performance allocations, treasury, settlement, reconciliation, and reporting. Fund and investor structure modeling supports configurable fee calculations, while centralized financial reference and transaction data management helps govern information across public and private assets. It is aimed at mid-market and enterprise organizations seeking a shared operating foundation.

The platform’s breadth is its defining capability. Its UBOR engine combines investment and portfolio accounting, while PerformA addresses investor accounting and performance allocations. Treasury workflows cover cash, liquidity, margin, financing, and collateral; reconciliation adds matching, exception workflows, and auditability. Regulatory filing and transaction reporting sit alongside portfolio P&L, exposure, performance, and investor reporting. This connected scope can suit firms coordinating fund and investor structures across public assets, private credit, private equity, real estate, and infrastructure.

Opterra is sold through contact-sales inquiries, so buyers should plan for direct vendor engagement rather than self-serve plan selection. Deployment is cloud-only, with web and API interfaces for integration into an organization’s operating environment. The platform’s accounting, treasury, data, and reporting coverage favors firms that want consolidated investment-operations controls. It is less suitable for teams that require an order-management system or a non-cloud deployment model; those requirements should be settled before choosing it. Firms seeking broad fund and investor accounting should shortlist Opterra.

Your product? Our editors can test Opterra in depth and publish a review, labelled as paid · from $149/mo →

Opterra pricing

Plans Pricing on requestPaid No free plan — trial or paid only. Prices checked 24 Sep 2026.

See plans on arcesium.com

Opterra fact sheet

Free plan	Not verified
Paid from	Not verified
Portfolio management	Yes
Order management	No
Fund accounting	Yes
Investor portal	Not verified
Supported asset classes	Public and private assets; private credit, private equity, real estate, infrastructure
Listed integrations	Not verified
Deployment	Cloud
Platforms	Web
Built for	Mid-market, Enterprise (editorial estimate)
Pricing	Pricing on request
Website	arcesium.com
Facts checked	24 Sep 2026

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Featured on iTechGuides

Opterra is listed in our Hedge Fund Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update