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HedgeGuard vs Perfona Comparison
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Overview
HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping...
Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
No reviews
0
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Not enoughreviews yet
Pros
Not enoughreviews yet
Cons
Not enoughreviews yet
Cons
Not enoughreviews yet
Key features
- Total features47
- API
- Account Reconciliation
- Accounting
- Alerts/Notifications
- Asset Lifecycle Management
- Audit Trail
- Automated Execution
- Benchmarking
- Bonds/Stocks
- Client Portal
- Commission Management
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Customizable Reports
- Customization
- Data Import/Export
- Document Management
- Fee Management
- Fixed Asset Management
- Flexible Allocation Methods
- For Buy-Side Firms
- For Family Offices
- For Fund of Funds
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- For Multi-Family Offices
- For Offshore
- For Real Estate
- For Sell-Side Firms
- For Traders
- For Venture Capital
- Fund Management
- General Ledger
- Investments Tracking
- Investor Accounting
- Investor Management
- Investor Reporting
- Manager Profiling
- Modeling & Simulation
- Monitoring
- Order Management
- Partnership Accounting
- Performance Analysis
- Performance Management
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Rebalancing
- Profit/Loss Statement
- Real Time Data
- Real Time Monitoring
- Real Time Reporting
- Reporting & Statistics
- Risk Assessment
- Risk Management
- Tax Management
- Third Party Integrations
- Workflow Management
- Total features36
- API
- Account Reconciliation
- Accounting
- Alerts/Notifications
- Asset Lifecycle Management
- Audit Trail
- Automated Execution
- Benchmarking
- Bonds/Stocks
- Client Portal
- Commission Management
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Customizable Reports
- Customization
- Data Import/Export
- Document Management
- Fee Management
- Fixed Asset Management
- Flexible Allocation Methods
- For Buy-Side Firms
- For Family Offices
- For Fund of Funds
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- For Multi-Family Offices
- For Offshore
- For Real Estate
- For Sell-Side Firms
- For Traders
- For Venture Capital
- Fund Management
- General Ledger
- Investments Tracking
- Investor Accounting
- Investor Management
- Investor Reporting
- Manager Profiling
- Modeling & Simulation
- Monitoring
- Order Management
- Partnership Accounting
- Performance Analysis
- Performance Management
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Rebalancing
- Profit/Loss Statement
- Real Time Data
- Real Time Monitoring
- Real Time Reporting
- Reporting & Statistics
- Risk Assessment
- Risk Management
- Tax Management
- Third Party Integrations
- Workflow Management
Integrations
- Total integrationsN/A
- Authorize.Net
- Dynamics 365
- Dynamics 365 Business Central
- FreshBooks
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
- Total integrationsN/A
- Authorize.Net
- Dynamics 365
- Dynamics 365 Business Central
- FreshBooks
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
Alternatives
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