Asset Class vs Perfona
Asset Class
assetclass.ai
Perfona
opeff.comSide by side
| Figure | Asset Class | Perfona |
|---|---|---|
| Price from | $1/mo | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 10 | 4 |
| Spec score · Property Investment Management Software | 8.0 (#3) | 7.2 (#12) |
| Integrations | The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid. | Perfona ingests trade files, custodian data, and fund administrator outputs through secure SFTP, API, and direct integrations without manual uploads. |
| Investor portal | The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements. | Its white-labeled investor portal supports onboarding, KYC/AML management, subscription document execution, and real-time statement access. |
| Security | Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption. | OpEff states that it restricts data access on a need-to-know basis and uses industry-standard firewalls and password protection. |
Plans
Asset Class
- Universal User Licence$99 a month
- Athena Fund OS$1,250 a month
- LP Portal and LP Mobile$1,000 a month
- Athena Mail$500 a month
- Deal and Portfolio Management$1,000 a month
- LP fee$1 a month
- AUM fee above $1BN$50 a month
- AUM fee up to $1BN$150 a month
- Data and document migration$5,950, paid once
- Configuration, deployment and training$6,950, paid once
Perfona
- Full SystemPriced on request
- Fund AdministrationPrice not published
- Investor TechnologyPrice not published
- Portfolio TechnologyPrice not published
In their own words
Asset Class
Asset Class has no write-up on Specifiction yet; its figures are above.