Perfona
APIyesOSS—FREE—DOCS5/5
PE6.7#8 of 30
outWeb—Windows—Mac—Linux—Android—iOS
Ranked in Fund Administration Software ·Free trial· paid from $1,000,500/mo
About
Perfona is ranked #8 of 30 in fund administration software on Inferse. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $1,000,500/mo.
Compared on fund administration software
Facts
- Product scope
- Perfona unifies fund accounting, investor allocation, and back-office operations in one AI-native platform.opeff.com · 1 Oct 2026
- Target users
- The platform is purpose-built for hedge funds, private equity, and real estate firms.opeff.com · 1 Oct 2026
- Fund accounting
- Perfona provides a multi-asset, multi-currency general ledger with real-time NAV computation and GAAP-compliant accounting across fund structures including feeders and side pockets.opeff.com · 1 Oct 2026
- Investor accounting
- Investor features include allocations, waterfall calculations, management and performance fee computations, cap registry management, and automated PDF statements.opeff.com · 1 Oct 2026
- Reconciliation
- The reconciliation engine uses configurable matching rules for daily trade, cash, NAV, and investor statement reconciliation with automated exception workflows.opeff.com · 1 Oct 2026
- Integrations
- Perfona ingests trade files, custodian data, and fund administrator outputs through secure SFTP, API, and direct integrations without manual uploads.opeff.com · 1 Oct 2026
- AI workflow
- Its agentic AI reconciles positions, calculates allocations, and validates NAV while flagging anomalies for human review.opeff.com · 1 Oct 2026
- Auditability
- Teams review AI-generated outputs with full audit trails and transparent, explainable calculations.opeff.com · 1 Oct 2026
- Web access
- Perfona is entirely web-based and can be accessed through any browser without installing an application or maintaining in-house IT.opeff.com · 1 Oct 2026
- Security
- OpEff states that it restricts data access on a need-to-know basis and uses industry-standard firewalls and password protection.opeff.com · 1 Oct 2026
- Support
- OpEff offers a 30-minute live platform walkthrough, tailored consultation, and says it will respond to demo requests within one business day.opeff.com · 1 Oct 2026
Company
- Founded
- 2012opeff.com · 23 Sept 2026
- Headquarters
- Jericho, New York, United Statesopeff.com · 23 Sept 2026
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Where it ranks on Inferse
Sources
- opeff.com· checked 1 Oct 2026
- opeff.com/PerfonaVsAdventGeneva.html· checked 1 Oct 2026
- opeff.com/PrivacyPolicy.html· checked 1 Oct 2026
- opeff.com/PricingPlan.html· checked 1 Oct 2026