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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 FinlogiK?

Finlogik is transforming the investment landscape by providing innovative and cost-effective online resources and automated solutions that allow both conventional firms and self-directed investors to enhance their operations while staying attuned to the disruptive changes in the financial sector. In collaboration with a process-driven asset manager, Finlogik enables users to develop and manage effective investment strategies that are both economical and suitable for retail and institutional investors alike. Through the use of sophisticated analytical dashboards, clients can access benchmarking tools, detailed reporting features, and powerful data processing capabilities that facilitate the assessment of portfolio risk, exposure, and overall performance. Finlogik’s versatility extends to managing a diverse range of financial instruments, from simple publicly traded securities to complex over-the-counter products, thereby encompassing stocks, futures, options, fixed income, money market instruments, foreign exchange, and fund units. This extensive adaptability allows clients to confidently and efficiently navigate the intricate landscape of financial markets while making informed decisions. Ultimately, Finlogik stands out as a vital partner for investors seeking to thrive in an ever-evolving investment environment.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1 per month
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

FinlogiK

Date Founded

1998

Company Location

Canada

Company Website

www.finlogik.com

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

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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