| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 4 |
| Spec score · Property Investment Management Software | 7.2 (#12) | 6.7 (#14) |
| Spec score · Fund Administration Software | 7.2 (#23) | 6.7 (#26) |
| Integrations | Perfona ingests trade files, custodian data, and fund administrator outputs through secure SFTP, API, and direct integrations without manual uploads. | Custom integrations and API access are listed as Custom-tier features, and the demo page mentions integration options with existing tools. |
| Investor portal | Its white-labeled investor portal supports onboarding, KYC/AML management, subscription document execution, and real-time statement access. | The white-labeled LP portal provides portfolio metrics, documents, transaction history, and multi-currency display. |
| Security | OpEff states that it restricts data access on a need-to-know basis and uses industry-standard firewalls and password protection. | Its privacy policy says personal data is protected with encryption at rest and in transit; the policy also says PoliBit does not custody assets or intermediate financial transactions. |
| Support | OpEff offers a 30-minute live platform walkthrough, tailored consultation, and says it will respond to demo requests within one business day. | Enterprise includes white-glove onboarding and support; Custom includes a dedicated success team and tailored SLAs. |
