Full System
Priced on request
Data warehouse · reconciliation system · online data room · third-party API integration · operations support · custom development · API tokens
Checked 1 Oct 2026
Plans and prices
Perfona pricing
Fund Administration
Not listed
Portfolio accounting · dashboards · order management · real-time general ledger · tax lot accounting · NAV & performance · K1 generation
Checked 1 Oct 2026
Investor Technology
Not listed
Investor management · allocations · fee calculations · private equity waterfalls · CRM · investor portal API · commitments, drawdowns & distributions
Checked 1 Oct 2026
Portfolio Technology
Not listed
Portfolio accounting · dashboards · order management · real-time general ledger · tax lot accounting · NAV & performance · automated weekly software upgrades
Checked 1 Oct 2026