Solutions
Choose a lane, then we assemble the right building blocks.
Finance & Trading
Brokerage APIs, risk tooling, screening systems, portfolio analytics.
Property Ops
Portals for owners, vendors, and staff. Work orders, documents, compliance.
Knowledge Systems
Searchable internal KBs from PDFs, emails, and structured databases.
Back-office Automation
Accounting categorization, ingestion pipelines, reconciliation workflows.
Admin Tooling
Content + ops consoles with permissions and audit trails.
Integrations
Payments, accounting, storage, email, and data providers.
Case studies
Show outcomes, not just features.
Cutting Trade Reconciliation Time by 85% for a Miami Broker-Dealer
A mid-size broker-dealer was spending 3+ hours every day reconciling trades in Excel. EPerf replaced the process with a live blotter portal, reducing end-of-day reconciliation to under 25 minutes.
Digitizing Operations for a 80-Property Commercial Real Estate Portfolio
A Florida-based CRE operator replaced 14 spreadsheets and an inbox-based workflow with a unified property operations portal, eliminating missed lease events and cutting vendor onboarding from 2 weeks to 3 days.
97% SLA Compliance for a Financial Document Processing Team
A financial services back-office team receiving 400–600 documents daily was meeting SLA targets only 71% of the time. EPerf's DocFlow pipeline automated 78% of document handling and pushed SLA compliance to 97%.