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What is Perfona?

This comprehensive online platform is meticulously crafted to manage every aspect of an investment management firm, featuring a cutting-edge portfolio management system that functions entirely in the cloud and offers a wide array of capabilities. It integrates tools for front, middle, and back office activities, alongside investor relations, operations, and treasury management, all within a single cohesive interface. By entrusting Perfona to us, you can maintain a well-organized operation while minimizing potential operational risks. Are you at a stage where upgrading your IT infrastructure has become vital for enhancing both resilience and confidence in your business processes? The OpEff IT team is poised to partner with you to efficiently create customized applications, develop and implement disaster recovery testing strategies, and set up robust cyber security measures. Moreover, our specialized knowledge allows us to cater to your specific business requirements, ensuring a more tailored solution to your IT challenges. We understand that every organization has unique demands, and we are committed to delivering exceptional service that meets those needs effectively.

What is Arbor Portfolio Manager?

Arbor's Portfolio Management System (PMS) is designed for hedge funds and family offices, enabling them to oversee intricate portfolios seamlessly from a single interface. We have now developed a Crypto Portfolio Management (Crypto PMS) solution that integrates the management of both traditional and digital assets on one unified platform, ensuring a forward-looking investment experience for years to come. This innovative system accommodates complex crypto derivatives and connects to numerous exchanges, while also offering an extensive array of FX products and traditional assets including Fixed Income, CFDs, Futures, Options, Loans, Invoices, and more. The hedge fund crypto portfolio management system features in-depth portfolio analysis, performance attribution, compliance checks for both pre and post-trade, order management, and middle office operations. With real-time reporting accessible via mobile and web portals, you can always stay informed about your fund's status. In addition to supporting multiple crypto exchange connections, we offer an array of integration options like API, FIX, and various market data feeds, allowing you to customize your Portfolio Management System to meet your specific needs effectively. Moreover, our flexible architecture ensures that as market dynamics evolve, your investment strategy can adapt without missing a beat.

Media

Media

Integrations Supported

Binance
BitMEX
Bloomberg
CoinGecko
Coinbase
Deribit
Fireblocks
HTX
Kraken
Kraken
KuCoin

Integrations Supported

Binance
BitMEX
Bloomberg
CoinGecko
Coinbase
Deribit
Fireblocks
HTX
Kraken
Kraken
KuCoin

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1,500
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OpEff Technologies

Date Founded

2008

Company Location

United States

Company Website

www.opeff.com

Company Facts

Organization Name

Arbor Financial Systems

Date Founded

2007

Company Website

arborfs.com/hedge-fund-software-portfolio-management-system/

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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