Perfona vs Relevant EquityWorks

Perfona

6.7 #9 in Fund Administration Software

About Perfona

Relevant EquityWorks

5.3 #17 in Fund Administration Software

About Relevant EquityWorks
PerfonaRelevant EquityWorks
Free planNoNo
Free trialYesNo
Paid from$1,000,500/mo—
Open sourceNoNo
Platformsapi, WebWeb
Free planNoNo
Paid from500 /mo—
Investor portalYesYes
Capital account trackingYesYes
NAV workflowsYesYes
Allocation waterfallsYesYes
Capital call workflowsYesYes

Both are listed in Best Fund Administration Software. On Inferse, Perfona scores higher on our published basis.