Perfona pricing
4 plans read from opeff.com
Full SystemPriced on request 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 AdministrationPrice not published 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 TechnologyPrice not published 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 TechnologyPrice not published 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
In short
- Perfona has a free plan (Full System).
- A free trial is offered.
- 1 plan is priced on request (Full System).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| aama.io | $1,500/mo | No | No |
| Archstone | $297/mo | No | Yes |
| Asset Class | $1/mo | No | No |
| Altvia | — | No | No |
| Capcade | $600/mo | No | No |
| AdminSphere | — | No | No |
| Athennian | $2,083.33/mo | No | No |
| Basis | — | No | No |