MProfit Advisor vs Perfona

Starting Price

Not provided by vendor Not provided by vendor

Best For

Not provided by vendor

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

Rating

(0)

(0)

Ideal number of Users

Not provided by vendor

2-9

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

  • close Billing & Invoicing
  • close Client Management
  • close Data Warehousing
  • check For Investment Advisors
  • close For Traders
  • close 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

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Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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MProfit Advisor vs Perfona

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