Perfona Description
An all-encompassing web-based solution designed to oversee every facet of an investment management company, this state-of-the-art portfolio management system operates entirely in the cloud and boasts a multitude of features. Within a single platform, you will find tools for front, middle, and back office functions, as well as investor relations, operations, and treasury management. While we handle Perfona for you, you can maintain a streamlined operation and reduce your exposure to operational risks. Are you currently at a point where enhancing your IT infrastructure is essential for establishing greater resilience and confidence in your operations? Whether it’s creating tailored applications, formulating and executing disaster recovery testing plans, or establishing cyber security protocols, the OpEff IT team is ready to collaborate with you to achieve your objectives efficiently. Additionally, our expertise ensures that we can adapt to your unique business needs, allowing for a more personalized approach to your IT challenges.
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Pricing
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
OpEff Technologies
Year Founded:
2008
Headquarters:
United States
Website:
www.opeff.com
Media
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Product Details
Platforms
Web-Based
Windows
Types of Training
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support
Perfona Features and Options
Hedge Fund Software
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Perfona Lists
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