OpEff Technologies

OpEff is an operations technology firm that works with RIAs, hedge funds, private equity and real estate firms. OpEff started as a technology and operations consulting firm and based on years of client feedback and several gaps in investment technologies OpEff developed the first comprehensive web based portfolio operations and accounting platform, Perfona, that combines several technology products and integrates with a variety of custodians. For RIA, these tools include PMS, CRM, Rebalancer, Trade Compliance, Composites, Fee Calculator and Investor Reporting. There is zero inhouse IT requirement and it's perfect for building inhouse book of records for investor and SEC compliance purposes. OpEff also provides outsourced services to perform daily reconciliation and shadow accounting and operations functions.