Client Success Model - Enfusion

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Client Success Model

Surround yourself
with the right people.

Enfusion’s Client Success Model provides dedicated, in-region account management and support backed by a global team of deep functional experts who can solve complex issues related to platform, integration, connectivity, and more. In addition, an Operations Manager serves as the primary point of contact for any Managed Services client.




On-time and on-budget, by design.

The same features (e.g., cloud-native technology, SaaS delivery model) that make Enfusion’s operational advantages possible also help ensure a remarkably smooth implementation process.
Rapid deployment
Highly predictable costs
Start-to-finish accountability
Consultative approach


Follow-the-sun, 24/6 support.

Enfusion’s client success model provides dedicated in-region account management backed by a global team of functional experts for each module or service you deploy.
Global campus
Account management
Operations manager
Client enablement
Connectivity expertise


The wisest investment you’ll ever make.

Enfusion unlocks the full potential of your investment process across front, middle, and back office.

For CFOs and Accounting

Ensure faster time to launch, higher organizational efficiency, and a dramatic reduction in technical complexity—all of which reduces costs across your firm.

For Portfolio Managers

Enter new markets and deploy new strategies without disrupting your workflows with a multi-asset, integrated PMS/OEMS/analytics framework.

For Traders

Get the desktop, web and mobile tools you need to stage and execute even the most complex orders with total confidence: pre-trade compliance, customizable trade blotters, and more.

For COOs and Operational Leadership

Drive accuracy and transparency across your organization by allowing all teams to work from one synchronized dataset.    

For Compliance and Risk

Keep your compliance posture strong and risk exposures highly transparent across regions, asset types and strategies with 1000s of pre- and post-trade checks.

For CTOs and IT/System Administrators

Eliminate the costs of managing and maintaining on-premises technology through Enfusion’s cloud-native, multi-tenant SaaS architecture.

“By choosing Enfusion, we wanted to send a message to the Street that we were institutionalized from the very beginning.”

Brian Kessler, COO & CFO, Force Hill Capital Management

“Enfusion plays an integral part in our operational processes and is an extension of the Melqart team.”

Deepak Verma, Head of Operations, Melqart Asset Management

We’ve been able to increase our operational efficiency by outsourcing to Enfusion’s middle and back office services group.”

Ian Malloch, COO, One River Asset Management


All things in perspective.


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Gain a clear advantage.

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