Perfona
Perfona is a next-generation, fully integrated web-based platform designed to streamline all aspects of investment management. It encompasses front, middle, and back office functions, along with investor relations and treasury management, all within a single cloud-based system. Perfona empowers firms to enhance operational efficiency while minimizing risk and complexity.
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Top Perfona Features
- Comprehensive investment management
- Fully integrated web platform
- Cloud-based infrastructure
- Advanced portfolio management
- Front office functionalities
- Middle office solutions
- Back office automation
- Investor relations management
- Operational risk mitigation
- Treasury management tools
- Real-time data analytics
- Customizable dashboards
- Bespoke application development
- Disaster recovery planning
- Cybersecurity policy definition
- High-touch outsourced services
- Scalability for small firms
- Rapid IT infrastructure setup
- User-friendly interface
- Cost-effective ownership model
