This is your compare tray

Apps you want to compare will be listed here. Launch a head to head comparison at any time.

Learn why GetApp is free

App Info

Pricing

Features

Alternatives

Perfona Pricing, Features, Reviews and Alternatives

Q: Q. What type of pricing plans does Perfona offer?

Perfona has the following pricing plans: Pricing model : Subscription Free Trial : Available

Perfona product overview

What is Perfona?

Perfona, by OpEff Technologies, is a cloud-based Portfolio Management System (PMS) that comprises integrated feature modules for managing every aspect of investment management firm operations. Also available for on-premise installation and deployment, the solution boasts capabilities across front, middle and back office operations, while handling investor relations and treasury management. Core modules of Perfona begin with portfolio accounting for tracking performance of individual securities within the client's stock investment portfolio, investor management and also order management.

Key benefits of using Perfona

Perfona, from OpEff Technologies, is an investment firm management solution promising a "next generation" cloud-based approach to portfolio management across a series of modules.

Available for cloud or on-premise deployment, users can expect access to front, middle, back office, investor relations, operations and treasury management functionality within a singular integrated platform.

Featured modules span portfolio accounting, investor management and order management.

Additional modules go on to include data warehouse and reconciler, workflow automation and customizable reporting.

The Perfona investment management system offers various third-party integration options.

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

24/7 (Live rep)

Phone Support

Training options

In Person

Live Online

Perfona pricing information

Value for money

No reviews

Starting from

No pricing info

Pricing options

Free plan

Subscription

Free trial

Pricing range

view pricing plans

Value for money contenders

Perfona features

Functionality

No reviews

Total features

3 categories

Most valued features by users

Third Party Integrations

Compliance Management

Customizable Reports

Workflow Management

Audit Trail

Accounting

Document Management

Contact Management

Perfona users reviews

Overall rating

No reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support

Rating distribution

Write a review

Overall rating contenders

Perfona FAQs and common questions

Q. What type of pricing plans does Perfona offer?

Perfona has the following pricing plans:
Pricing model: Subscription
Free Trial: Available

Q. Who are the typical users of Perfona?

Perfona has the following typical customers:
Mid Size Business, Small Business

Q. What languages does Perfona support?

Perfona supports the following languages:
English

Q. Does Perfona offer an API?

No, Perfona does not have an API available.

Q. What level of support does Perfona offer?

Perfona offers the following support options:
24/7 (Live rep), Phone Support

Common Perfona comparisons

Browse alternatives

Related categories

Investment Management

Hedge Fund

Stock Portfolio Management

Select your country

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

For you

Join Sign in Software categories Resources

For vendors

Get listed Your account

Our company

About us We're hiring!News Legal

© 2010-2022 GetApp. All Rights Reserved.
GetApp® is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.