OpEff Technologies

Perfona


Who Uses This Software?

Hedge Funds, Asset Managers, Private Equity firms, Family Offices and other buyside financial institutions


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    24/7 (Live Rep)

Vendor Details

  • OpEff Technologies
  • www.opeff.com/
  • Founded 2008
  • United States

About Perfona

Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation.


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Perfona Features

  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection

Perfona Reviews


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