Perfona vs Portfolio Trader

Rating

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Starting Price

Not provided by vendor Not provided by vendor

Best For

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

Not provided by vendor

Ideal number of Users

2-9

Not provided by vendor

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

  • close Billing & Invoicing
  • close Client Management
  • check Data Warehousing
  • check For Investment Advisors
  • close For Traders
  • check Order Management
  • check Portfolio Accounting
  • close Portfolio Rebalancing
  • close Risk Management
  • close Tax Management
  • close Technical Analysis
  • close Wash Sale Detection
  • close Billing & Invoicing
  • close Client Management
  • close Data Warehousing
  • check For Investment Advisors
  • check For Traders
  • close Order Management
  • close Portfolio Accounting
  • close Portfolio Rebalancing
  • close Risk Management
  • close Tax Management
  • close Technical Analysis
  • close Wash Sale Detection

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • close Webinars
  • close Documentation
Not provided by vendor

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Perfona vs Portfolio Trader

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