About Perfona

Perfona, by OpEff Technologies, is a cloud-based Portfolio Management System (PMS) that comprises integrated feature modules for managing every aspect of investment management firm operations. Also available for on-premise installation and deployment, the solution boasts capabilities across front, middle and back office operations, while handling investor relations and treasury management. Core modules of Perfona begin with portfolio accounting for tracking performance of individual securities within the client's stock investment portfolio, investor management and also order management.

Perfona modules then continue to span data warehouse & reconciler for managing the system's accounting data, plus custom reporting and workflow automation. Additional features include reconciliations, shadow accounting capabilities and third-party integration options for running the system seamlessly alongside existing accounting infrastructures.

Pricing starting from:


  • Free Trial
  • Subscription

Key benefits of Perfona

  • Perfona, from OpEff Technologies, is an investment firm management solution promising a "next generation" cloud-based approach to portfolio management across a series of modules.
  • Available for cloud or on-premise deployment, users can expect access to front, middle, back office, investor relations, operations and treasury management functionality within a singular integrated platform.
  • Featured modules span portfolio accounting, investor management and order management.
  • Additional modules go on to include data warehouse and reconciler, workflow automation and customizable reporting.
  • The Perfona investment management system offers various third-party integration options.
  • Devices

    Business size

    S M L


    United States

    Supported Languages


    Pricing starting from:


    • Free Trial
    • Subscription


    Total features of Perfona: 7

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



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    Perfona FAQs

    Below are some frequently asked questions for Perfona.

    Perfona offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    Contact Opeff for pricing information.

    Perfona offers the following features:

    • Accounting management
    • Custom reports
    • Data warehousing
    • Flexible allocation methods
    • Investor accounting
    • Investor profile
    • Investor reporting
    • Investor tax management
    • Manager profiling
    • Outsourced lead management
    • P&L calculation
    • Partnership accounting
    • Performance analysis
    • Portfolio accounting
    • Portfolio analysis
    • Portfolio management
    • Third party integration
    • Workflow management

    Perfona has the following typical customers:

    Small Business, Mid Size Business

    Perfona supports the following languages:


    We do not have any information about what devices Perfona supports

    We do not have any information about what integrations Perfona has

    Perfona offers the following support options:

    Phone Support

    Related categories

    See all software categories found for Perfona.