Dolibarr vs Perfona

Starting Price

$9.00/month/user

Not provided by vendor

Best For

Thanks to its modularity (several hundred of business modules), Dolibarr meets the needs of any type of business of any size.

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

Rating


4.7 / 5
(26)
Read All Reviews
(0)

Ideal number of Users

1 - 999

2-9

Ease of Use


4.6 / 5

Customer Support


4 / 5

Features & Functionality


4.4 / 5

Value for Money


4.9 / 5

Product Features

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

Screenshots

View 5 screenshots 191087 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • close Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • close Documentation

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Dolibarr vs Perfona

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