Asset Class
6.7#2 in property investment management softwareFrom $99 a monthAndroidiOSWeb
VisitAsset Class vs Perfona
What both publish
| Fact | Asset Class | Perfona |
|---|---|---|
| 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. |
Asset Class plans
- 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
Perfona plans
- Full SystemPriced on request
- Fund Administration—
- Investor Technology—
- Portfolio Technology—
Pick Asset Class if…
You want what its maker publishes above — check its page for the details.
Pick Perfona if…
Perfona is aimed at hedge funds, private equity firms, and real estate firms seeking fund accounting and investor operations in one platform. Its browser-based access may suit teams that do not want to install an application or maintain in-house IT.