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Perfona Logo

Perfona

Web-based investment and portfolio management system

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Perfona Features

Features Summary

Functionality

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No reviews

Total features

20

3 categories

Perfona features

Accounting
Audit Trail
Benchmarking
Compliance Management
Contact Management
Customizable Reports
Document Management
For Hedge Funds

Common features of Investment Management software

API
Accounting
Activity Dashboard
Alerts/Notifications
Audit Trail
Benchmarking
Bonds/Stocks
Cash Management

Price starts from

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No pricing info

Pricing options
Free plan
Subscription
Free trial

Contenders comparison

Functionality

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No reviews

Price starts from

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No pricing info

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Total Features

20

Unique features

  • Performance Analysis

  • Workflow Management

  • Contact Management

  • Order Management

Functionality

4.4

/5

134

Price starts from

Free

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Total Features

21

Features in Common

2

Unique features

  • Financial Management

  • Budgeting/Forecasting

  • Expense Management

  • Activity Dashboard

Functionality

4.7

/5

78

Price starts from

13

/user

Per month

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Total Features

19

Features in Common

2

Unique features

  • Formula Management

  • Template Management

  • Search/Filter

  • Content Management

Common Perfona comparisons

Perfona logo
HedgeGuard logo
PerfonavsHedgeGuard

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Overall rating

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No reviews

5

4

3

2

1

0

0

0

0

0