With a mission to revamp technology stack of the alternative investments industry and a team of talented software engineers and industry experts, OpEff has partnered with some of the leading investment management firms to bring the industry the first ever true web based portfolio accounting and investor allocation system that solves complex problems such as fund NAV and financial reporting, investor waterfalls, tax calculations & allocations and robotic process automation that is second to none.
There has to be a better way than spreadsheets and there is!
Contact UsA fully integrated web-based system to manage all areas of an investment management firm
And how it compares to legacy 800 pound gorillasNext generation portfolio management system. Fully cloud based with myriads of features.
You can expect front, middle, back office, investor relations, operations, treasury management in one single platform.
Let us manage Perfona for you while you stay lean and mitigate operational risk.
Contact us today to evaluate your business, its operations and technology profile. We'll tailor your technology and operations blueprint to suit your business profile.
OpEff was born out of complexities and convolutions of legacy and behemoth systems at larger firms and operational ineffectiveness of smaller firms arising from intimidating technology endeavors thereby relying on Excel spreadsheets. The industry demanded a comprehensive, easy to use system with lowest cost of ownership that meets the standards of present day technologies. OpEff with its products and services have successfully removed technology clutter from large-sized companies and helped smaller managers by setting up rapidly and allowing to scale. Technology is our passion, radical is our approach and agile are our development methods. This separates us from all other legacy software provider who are struggling to find ways to revamp their technology. No other firm has the state of the art technology backed by years of experience from advising clients in technology. What's next? AI and blockchain to settle transactions and streamline settlement process so that there is a single book of records.
Did we mention we don't believe in titles!