Perfona
4.7
Description
Perfona is a comprehensive, cloud-based Portfolio Management System (PMS) designed for investment management firms. Offering both cloud and on-premise deployment options, Perfona integrates front, middle, and back-office operations, including ...
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Use Cases
Key Features
- Audit Trail
- Accounting
- Customizable Reports
- Contact Management
- Compliance Management
- Benchmarking
Made For
Industries
- Investment Management
- Wealth Management
- Hedge Funds
- Private Equity
- Financial Services
Customer Segments
- Small Businesses
- Mid-size Businesses
- Large Enterprises
Supported Platforms
- Web
- Mobile
Pros
- Comprehensive feature set covering all aspects of portfolio management
- Flexible deployment options (cloud and on-premise)
- Strong integration capabilities with existing financial systems
- Workflow automation features to improve efficiency
- Robust reporting and analytics capabilities
Cons
- Potential complexity for smaller firms with simpler needs
- Implementation and training may require significant time and resources
LinkedIn
51-200 employees
@OpEffTech
1K-5K followers
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Current average rating is based on research conducted at Exafol