Perfectna
Curated by SignalTrade life cycle management platform enhancing portfolio and risk management.
Overview
Perfectna focuses on trade life cycle management, offering solutions that cover all stages of a trade, from initiation to settlement. Their products, Echo Trade and G.U.A.R.D., are designed for banks, wealth management firms, trading brokerages, and investors. Echo Trade aids in portfolio building and management by providing access to investment strategies from registered investment firms, while G.U.A.R.D. is aimed at risk management for brokerage firms involved in block order give-up/give-in transactions. Perfectna incorporates automation and real-time processing to improve operational efficiency, ensure compliance, and facilitate decision-making in capital markets.
Key facts
- Founded
- 2009
- Headquarters
- San Diego, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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Contact
- Primary office
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