Perfona Features

Perfona

Web-based investment and portfolio management system

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Perfona Feature Summary

  • Data warehousing
  • Portfolio accounting
  • Investor profile
  • Portfolio accounting
  • Investor reporting
  • Investor tax management
  • Investor accounting
  • Portfolio management
  • Flexible allocation methods
  • Portfolio analysis
  • P&L calculation
  • Performance analysis
  • Partnership accounting
  • Manager profiling
  • Third party integration
  • Accounting management
  • Workflow management
  • Custom reports
  • Outsourced lead management

Competitor Feature Comparison

Accounting Management
Asset Management
Compliance Management
Customizable Reporting
Lead Management
Performance Management
Portfolio Management
Reporting & Statistics
Third Party Integration
Workflow Management
Learn moreCompare App
Accounting Management
Asset Management
Compliance Management
Customizable Reporting
Lead Management
Performance Management
Portfolio Management
Reporting & Statistics
Third Party Integration
Workflow Management
Visit WebsiteCompare App
Accounting Management
Asset Management
Compliance Management
Customizable Reporting
Lead Management
Performance Management
Portfolio Management
Reporting & Statistics
Third Party Integration
Workflow Management
Visit WebsiteCompare App