--- title: "Perform FPC Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Perform FPC Software - reviews, pricing plans, popular comparisons to other Financial Risk Management products and more." source_url: "https://www.capterra.com/p/119220/Perform-FPC/" page_type: "product" language: "en" --- # Perform FPC Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Perform FPC ## What is Perform FPC? Perform For Private Clients helps you to analyze your portfolio and adapt to an ever changing market. Our powerful portfolio management tool is designed specifically for managers in the private wealth management segment of the bond industry. We provide decision functionality for trading in multiple portfolios; compliance; the ability to drill down from portfolios to bond holdings (and back; and flexibility to sort accounts in a variety of ways. ## What is Perform FPC used for? [Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1500 Per Feature, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Perform FPC?[Manage this product listing](https://www.g2.com/products/perform-fpc/claim_requests/new?auto=true) ## Perform FPC Overview Updated September 2026 AI summary Perform FPC supports small and midsize organizations in financial risk management by delivering risk analysis tools for examining exposures and understanding potential impacts on portfolios. Deployed via cloud, web, or Windows, it enables teams to monitor positions, conduct scenario planning, and manage compliance, with additional features for credit and interest rate risk, portfolio modeling, and trade tracking. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Perform FPC 5.0 (1) VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $1500 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.2 (643) Value For Money 0.0 (0) Value For Money 4.0 (550) Customer Service 0.0 (0) Customer Service 4.0 (582) ## Perform FPC alternatives Highest Rated [4.7 (1,069)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.5 (25)](https://www.capterra.com/p/187225/Trovata/reviews/) Starting price $24000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (16)](https://www.capterra.com/p/160754/KYC-Portal/reviews/) Starting price $28000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about Perform FPC Overview ### What company size and specific industries is Perform FPC built for? Perform FPC is designed for institutional investment management organizations, making it best suited for mid-sized to large firms in asset management, portfolio management, and related financial services. It supports teams that need tools for portfolio management, credit analysis, and total return risk analysis. Features and Usability ### What are the key features of Perform FPC? Perform FPC offers API connectivity, business process control, and compliance management for financial operations. It also includes credit risk management, interest rate risks, risk analysis, scenario planning, and stress tests, plus portfolio analysis, portfolio management, portfolio modeling, and trade tracking for monitoring positions and exposures. Getting Started and Support ### What training and onboarding options does Perform FPC offer? Perform FPC provides in person training, live online sessions, and documentation. In person training supports face-to-face instruction, live online sessions allow guided remote learning, and documentation offers written reference material for users who need to review steps and product details. ## Features AI summary Based on 338 Financial Risk Management reviews Capterra data shows that buyers of Financial Risk Management software rank the following features as their top priorities: - **Financial Risk Reporting** (**51%** of reviewers rated this feature as critical) - **Risk Assessment** (**39%**) - **Risk Analysis** (**35%**) Perform FPC includes **Risk Analysis**. However, it does not offer **Financial Risk Reporting** or **Risk Assessment**. Its **Risk Analysis** capability helps businesses examine exposures, identify patterns in risk data, and make more informed financial decisions, providing teams with clearer insight into potential threats and their impact. API Application programming interface that allows for integration with other systems/databases Business Process Control Define and maintain business rules that determine workflow capabilities and criteria Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Portfolio Analysis Measure and assess the performance of investments Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reporting Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health Perform FPC 8 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Risk Analysis: Analyze potential risks across the organization - Scenario Planning: Develop potential scenarios to identify risks and opportunities --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Basic $1,500 Per Feature,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Fixed Income Operations Specialist Investment Management ### "Every Dat use of Perform FPC" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 6, 2018 Pros The variety of reporting options available; Although I mostly use the portfolio construction options, the demographic and credit reporting capabilities are very helpful Cons At times, the processing can get slow when multiple users are reporting at the same time. This is a standard software issue, though. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.