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.

Pricing

Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

Perfona Screenshot 1

Company Facts

Company Name:
OpEff Technologies
Date Founded:
2008
Company Location:
United States
Company Website:
www.opeff.com

Product Details

Deployment
SaaS
Windows
Training Options
Online Training
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Perfona Categories and Features

Hedge Fund Software

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

More Perfona Categories