Explore a recommended list of Perfona alternatives for your business in 2019. Compare alternatives to Perfona side by side and find out what other people in your industry are using. Let GetApp help you determine if the competition offer better features or value for money.
Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance… Read more about Eze Investment Suite
Modern investment management for the real estate industry
Investment management software designed specifically for real estate. Juniper Square serves as the system of record with tools that automate and streamline investor reporting, fundraising, and partnership accounting. Read more about Juniper Square
File sharing, marketing & analytics tools for hedge funds
FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships… Read more about FundPortal
Trading and portfolio management solution for hedge funds
Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics.Read more about Pinnakl
AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. It also offers a self service portal for investors.Read more about AppFolio Investment Management
Income & expense tracking platform for property investors
Stessa is an expense & income tracking solution that provides solutions to real estate owners and investors for thorough management of real estate portfolios including tracking, communicating, and assessing performances. Features include reporting dashboards, security, tax-ready financials, & more.Read more about Stessa
Platform that enables apps to connect with bank accounts
Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets… Read more about Plaid
Commercial real estate property & investment management
The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios. Read more about The CRE Suite
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.Read more about EquityEffect
ETNA Trader is a web-based white label trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.Read more about ETNA Trader
Equity management solution for public & private firms
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.Read more about Carta
Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more… Read more about Dynamo
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR… Read more about Backstop
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...).
It's an opensource and free software designed for companies, foundations and freelances.
Available as a Cloud solution on On premise.Read more about Dolibarr
M2M is a independent derivative portfolio valuation service. M2M was built in partnership with treasury outsourcing experts to meet needs of corporate treasuries. Reports provide valuations, transaction diaries, cashflow report, compliance reports, and hedge effectiveness calculations for IAS 39.Read more about ResolutionPro
M2M supports: FX forwards, FX options, Interest Rate Swaps, Basis Swaps, Currency Swaps, Debt, Purchase/Receivables.
Northstar is a cloud-based risk management & financial analytics solution which helps hedge fund managers handle financial risks through performance monitoring, inform investors about potential risks, analyze market risks, and handle financial portfolios with real-time pricing and trades updates… Read more about Northstar
TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages.
Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information.Read more about TeamWox Moreover, the TeamWox system allows to increase the efficiency of the working team and its productivity, as well as reduce expenses of the entire business.
Accurate valuation of businesses, companies and investments
Business Valuation provides an accurate and robust financial reporting structure to value a wide range of proposed investments, entire companies or businesses. Financial reports are derived from revenue, expense and capital assumptions to provide standard pro forma accounting statements and valuation under discounted cash flow and economic value add… Read more about Business Valuationed. A wide range of options with explanatory material is provided to suit specific business environments and industry dynamics.
Portfolio valuation allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio performance is accurately monitored by accounting for asset level transactions under the time weighted value methodology. Valuation of portfolios is categorized by configurable asset classes and transaction information is archi… Read more about Portfolio Valuationved when new reporting periods are established.
Portfolio Management and Optimal Trading strategy combines asset allocation optimization and technical analysis constant optimization to maximize returns on financial investment portfolios. Portfolio rebalancing incorporates advanced options including risk assessment under Sharpe, Sortino and Omega ratios.Read more about Portfolio Optimization Optimal trading strategies are established through back testing of optimized technical indicator constant parameters.
Taxes are never fun, but at least with H&R Block At Home, they are easy. This tax preparation software will help you with filing your taxes (that includes filing your federal tax return), calculating income tax, estimating returns. H&R Block at Home offers extra features to make the process smooth - step-by-step guidance for completing returns, Au… Read more about H&R Block At Homedit Services (with guidance and representation in the event of an audit) and many others. Software is dedicated solely to the U.S. taxpayers.
Easy to use portfolio tracker and stock watcher that helps you keep an eye on your investments and the markets. Track the performance of your investments with portfolios. Keep your eye on the market with watchlists. Gain perspective on market movement with dynamic, end-of-day stock charts including technical indicators.Read more about StockMarketEye Use stock alerts so you don't miss important activity. Get free quotes, updated automatically or on-demand from most major world exchanges.
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-varia… Read more about Macroaxisnce portfolio optimization. The bottom line is: we provide few alternatives for investors of all levels to find optimal portfolios that work for them
IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.Read more about IMS Platform
Cloud-based private equity CRM solution for Salesforce
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.Read more about AIM
GetApp offers free software discovery and selection resources for professionals like you. Our service is free because software vendors pay us when they generate web traffic and sales leads from GetApp users.
Because we’re committed to help you find the right solution for your business needs, we list all software vendors on our website, and give them the opportunity to feature their solutions and collect user reviews.
At GetApp, our comprehensive software listings, verified user reviews, product comparison pages, articles and AppFinder, our assistive tool, will empower you to make confident and well-informed purchase decisions.
Sign up / Sign in
Both new and existing users can sign in with LinkedIn.