Perfona pricing
4 plans on the record · a free trial
Every plan
Full System
Pricing tailored to your fund's structure, size, and requirements.
Data warehouse · reconciliation system · online data room · third-party API integration · operations support · custom development · API tokens
Read 1 Oct 2026 · opeff.com
Fund Administration
After two weeks of free trial you'll be charged the subscription fee on a monthly basis.
Portfolio accounting · dashboards · order management · real-time general ledger · tax lot accounting · NAV & performance · K1 generation
Read 1 Oct 2026 · opeff.com
Investor Technology
After two weeks of free trial you'll be charged the subscription fee on a monthly basis.
Investor management · allocations · fee calculations · private equity waterfalls · CRM · investor portal API · commitments, drawdowns & distributions
Read 1 Oct 2026 · opeff.com
Portfolio Technology
After two weeks of free trial you'll be charged the subscription fee on a monthly basis.
Portfolio accounting · dashboards · order management · real-time general ledger · tax lot accounting · NAV & performance · automated weekly software upgrades
Read 1 Oct 2026 · opeff.com