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Perfona

Web-based investment and portfolio management system

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Perfona Pricing, Features, Reviews and Alternatives

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

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    Starting from

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    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Perfona features

    Functionality

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    Total features

    36

    3 categories

    Most valued features by users

    Third Party Integrations
    Compliance Management
    Customizable Reports
    Workflow Management
    Audit Trail
    Accounting
    Document Management
    Contact Management

    Functionality contenders

    Perfona users reviews

    Overall rating

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    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    Rating distribution

    5

    4

    3

    2

    1

    0

    0

    0

    0

    0

    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

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