Home > Softwares > Accounting and Finance Software > Hedge Fund Software > Perfona

Perfona

Name: Perfona
Rating: 4.5 (2 reviews)

By OpEff Technologies

1179 Interested

Highlights : About Perfona

Outsourced lead management

Third party integration

Performance analysis

About 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. Perfona modules then continue to span data warehouse & reconciler for managing the system's accounting data, plus custom reporting and workflow automation. Additional features include reconciliations, shadow accounting capabilities and third-party integration options for running the system seamlessly alongside existing accounting infrastructures.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Data warehousing

Portfolio accounting

Investor tax management

Portfolio management

Flexible allocation methods

Performance analysis

Partnership accounting

Third party integration

Accounting management

Outsourced lead management

Benefits

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.

Recommended Product

Social Media Premium Package

Features: 30 High Quality Postings 3 Social Media Platform

Website Design Standard Package

Features: Linking 30 to 50 static pages. Call to Action feature.

Diginyze Standard Cloud

Features: Upto 500 products Listing 24/7 Chat BOT support.

ECommerce SEO Gold Package

Features: 1- 100 products optimized Easy way to position your ecommerce store in Google, Yahoo, and Bing results

SEO Advance Package

Features: Upto 200 Keyword Optimization ROI-Driven SEO