Perfona

Perfona

Web-based investment and portfolio management system

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Perfona Overview

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
N/A
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Perfona Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Contact Opeff for pricing information.

Perfona Features

  • Accounting Management
  • Customizable Reporting
  • Third Party Integration
  • Workflow Management

  • API
  • Accounting Integration
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Receiving
  • Reporting & Statistics

Additional information for Perfona

Key features of Perfona

  • 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 accounting
  • Portfolio analysis
  • Portfolio management
  • Third party integration
  • Workflow management

Benefits

  • 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.
  • Perfona FAQs

    Below are some frequently asked questions for Perfona.

    Q. What type of pricing plans does Perfona offer?

    Perfona offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Contact Opeff for pricing information.

    Q. What are the main features of Perfona?

    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 accounting
    • Portfolio analysis
    • Portfolio management
    • Third party integration
    • Workflow management

    Q. Who are the typical users of Perfona?

    Perfona has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Perfona support?

    Perfona supports the following languages:

    English

    Q. What type of pricing plans does Perfona offer?

    Perfona has the following pricing plans:

    Subscription

    Q. Does Perfona support mobile devices?

    We do not have any information about what devices Perfona supports

    Q. What other apps does Perfona integrate with?

    We do not have any information about what integrations Perfona has

    Q. What level of support does Perfona offer?

    Perfona offers the following support options:

    Phone Support