Product Description

About this Product

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

About 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.

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Portfolio Management
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.