michael.pendergrass
Acronym
OpEff_Perfona
Product ID
Perfona
Description

Perfona is the first web based comprehensive Portfolio Management System.

Images
Image
OpEff_1
Details
  • All in one Portfolio Management System
  • Automate portfolio operations, accounting and back office
  • Mitigate operational risk
Features

Perfona is the first web based comprehensive Portfolio Management System:

  • Account and holdings management with built in CRM
  • Custodian integration and daily data feeds
  • Additional tools: Trade compliance, rebalancer, composites
Vendors
OpEff Technologies
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Portfolio Management
Ad Hoc Tags
DoubleClick Tags

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