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.
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:
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