Perfona

Web-based investment and portfolio management system

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Perfona Overview

What is 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.

Perfona Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription

Contact Opeff for pricing information.


Perfona Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English
User recommendation
0/10
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Perfona Pricing

Perfona Pricing

Starting from
N/A
Free Trial
Subscription

Contact Opeff for pricing information.

Contact Opeff for pricing information.

Value for Money
0/5
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Perfona Features

Perfona Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
0/5
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Categories

Additional information for Perfona

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 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

    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 analysis
    • Portfolio management
    • Third party integration
    • Workflow management

    Q. Who are the typical users of Perfona?

    Perfona has the following typical customers:

    Small Business, Mid Size 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