Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

An all-encompassing web-based solution designed to oversee every facet of an investment management company, this state-of-the-art portfolio management system operates entirely in the cloud and boasts a multitude of features. Within a single platform, you will find tools for front, middle, and back office functions, as well as investor relations, operations, and treasury management. While we handle Perfona for you, you can maintain a streamlined operation and reduce your exposure to operational risks. Are you currently at a point where enhancing your IT infrastructure is essential for establishing greater resilience and confidence in your operations? Whether it’s creating tailored applications, formulating and executing disaster recovery testing plans, or establishing cyber security protocols, the OpEff IT team is ready to collaborate with you to achieve your objectives efficiently. Additionally, our expertise ensures that we can adapt to your unique business needs, allowing for a more personalized approach to your IT challenges.

Description

Opt for a comprehensive transfer agency solution that incorporates automated dealing and share registry functionalities tailored for global fund managers and administrators. This integrated transfer agency platform presents significant advantages for fund managers and administrators alike. Our user-friendly, adaptable portfolio and investment management system enables businesses to scale effortlessly, ensuring efficient handling of subscriptions, redemptions, distributions, and transfers, while maintaining an up-to-date investor register. The solution features a high degree of automation through the client Investor Portal and seamlessly integrates with external products such as Calastone, EMX, and World-Check. Furthermore, the generation of essential outputs, including dealing, valuation, transaction statements, and distribution notices, is fully automated. Additionally, all portfolio data and associated documents are synchronized in real-time or at specified intervals, enhancing operational efficiency and accuracy. By leveraging this advanced technology, global fund managers can streamline their processes and focus on strategic growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1500 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OpEff Technologies

Founded

2008

Country

United States

Website

www.opeff.com

Vendor Details

Company Name

Puritas

Founded

2006

Country

Jersey

Website

puritas.co.uk/purefunds/

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Alternatives

Alternatives

Sentry PM Reviews

Sentry PM

ClearStructure Financial Technology
PFS-Paxus Reviews

PFS-Paxus

Pacific Fund Systems
Salerio Reviews

Salerio

corfinancial