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Perfona pricing

#1 of 30 in Fund Administration SoftwareProperty Investment Management Software

Perfona costs from $500/mo on its cheapest paid plan; 4 plans in all, as listed on opeff.com — prices checked 21 Sep 2026.

9.4/10Editor score
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Perfona pricing at a glance

Plans 14-day trial No free plan — trial or paid only. Prices checked 21 Sep 2026.
See plans on opeff.com

Perfona plans & pricing

PlanPriceKey limits
Fund Administration$650/mo After two weeks of free trial you'll be charged the subscription fee on a monthly basis.
  • Portfolio accounting system
  • Real-time general ledger
  • Pricing and valuations
  • NAV and performance
  • Financial statements
  • K-1 generation
Portfolio Technology$500/mo After two weeks of free trial you'll be charged the subscription fee on a monthly basis.
  • Portfolio accounting system
  • Portfolio dashboards
  • Order management system
  • Cash, trades and holdings management
  • NAV and performance
  • Import/export data
Investor Technology$1,500/mo After two weeks of free trial you'll be charged the subscription fee on a monthly basis.
  • Investor management
  • Investor allocations
  • Private equity waterfalls
  • Capital account dashboards
  • Investor statements
  • Commitments, drawdowns and distributions
Full SystemPrice on request
  • Data warehouse
  • Reconciliation system
  • Online data room
  • Third-party API integration
  • Fund administration reconciliation
  • Customized hosting options

Prices as published by the vendor on opeff.com, checked 21 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    14 days
  • Built for
    Small business, Mid-market, Enterprise
  • Integrations
    3 integrations: SFTP, RESTful APIs, third-party data feeds
  • Free plan
    No
  • Paid from
    $500/mo
  • Investor portal
    Yes

Our full Perfona verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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