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PERFONA - COMPREHENSIVE INVESTMENT MANAGEMENT SYSTEM

Perfona is a fully integrated web-based system to manage all areas of an investment management firm. Perfona is a leading investment management firms to bring the industry the first ever true web based portfolio accounting and investor allocation system that solves complex problems such as fund NAV and financial reporting, investor waterfalls, tax calculations & allocations and robotic process automation that is second to none. The industry demanded a comprehensive, easy to use system with lowest cost of ownership that meets the standards of present day technologies.
OpEff Technologies LLC
2011
United States
  • Investment-management
1 Industry
  • English
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

Perfona Core Features

Focus of Investment Management Feature
  • Accounting Management
  • Asset Management
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Focus of Stock Portfolio Management Feature
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis

Perfona Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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