| Price from | — | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 4 |
| Spec score · Property Investment Management Software | 7.6 (#8) | 7.2 (#12) |
| Spec score · Fund Administration Software | 7.7 (#9) | 7.2 (#23) |
| AI workflow | AI drafts operational actions as proposals, which a named human must approve before the platform executes them. | Its agentic AI reconciles positions, calculates allocations, and validates NAV while flagging anomalies for human review. |
| Security | Basis says data is encrypted in transit and at rest, bank details are encrypted individually, and production keys are held in a managed key service. | OpEff states that it restricts data access on a need-to-know basis and uses industry-standard firewalls and password protection. |
