CubitBlack vs Perfona

Starting Price

Not provided by vendor Not provided by vendor

Best For

investment advisors, portfolio managers, investment managers, hedged funds

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

Rating


5 / 5
(2)
(0)

Ideal number of Users

1 - 99

2-9

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Product Features

  • close Billing & Invoicing
  • check Client Management
  • check Data Warehousing
  • check For Investment Advisors
  • check For Traders
  • close Order Management
  • check Portfolio Accounting
  • close Portfolio Rebalancing
  • check Risk Management
  • close Tax Management
  • check 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 1 screenshot 117216 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

share Share Your Comparison of Perfona vs CubitBlack

CubitBlack vs Perfona

Share

share Share Your Comparison of Perfona vs CubitBlack