Perfona

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.