Perfona

Web-based investment and portfolio management system
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

N/A
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

Accounting Management Accounting Management
Asset Management Asset Management
Customizable Reporting Customizable Reporting
Lead Management Lead Management
Portfolio Management Portfolio Management
Third Party Integration Third Party Integration
Workflow Management Workflow Management