Allvue Investment Management vs Perfona

Allvue Investment Management

6.8 #25 in Portfolio Management Software

About Allvue Investment Management

Perfona

8.2 #2 in Fund Administration Software

About Perfona
Allvue Investment ManagementPerfona
Free planNoNo
Free trialNoYes
Paid from—$1,000,500/mo
Open sourceNoNo
Platformsextension, Webapi, Web
Free plan—No
Paid from—500 /mo
Investor portal—Yes
Capital account tracking—Yes
NAV workflows—Yes
Allocation waterfalls—Yes
Capital call workflows—Yes

Both are listed in Best Fund Administration Software. On Everything Xiaomi, Perfona scores higher on our published basis.