Case studies
Whether it's through the flexibility to adopt new strategies, streamline operations, or focus on alpha, our software and services help investment managers succeed.
JEBSEN CAPITAL
Utilized Enfusion as their single source of truth
AIIM INVESTMENT MANAGEMENT
Trading across geographies has never been so easy
CENTRE ASSET MANAGEMENT
Replaced multiple systems for operational efficiency
GHOST TREE CAPITAL
Overcoming legacy tech to spur growth
CastleKnight Management
One platform for multiple asset classes
ALBANY CAPITAL
Streamlining fund ops to meet evolving strategy needs
Melqart Asset Management
Connecting front, middle, and back office to focus on new opportunities
FORCE HILL
Enfusion's "Hedge Fund in a Box" approach
AJO VISTA
Using managed services to gain the time to focus on alpha
Explore our offerings
KEY FEATURES
The Enfusion framework
In the investment management industry, complexity takes many forms—and all can become a barrier to performance. But the Enfusion platform can help. It stands up quickly, shrinking time to trade. It scales easily, enabling agility and growth. And it evolves incrementally, delivering continuous enhancements without disruption.
Portfolio Management
Able to comprehensively re-balance multiple portfolios, this module generates a real-time Investment Book of Record (IBOR), features a full suite of valuation and risk tools, and allows users to aggregate or decompose portfolio data by any number of customized dimensions.
Order and Execution Management
Connected in real time to our Portfolio Management System, Enfusion’s OEMS offers direct FIX connectivity, leading compliance technology, intelligent allocation schemes and access to 200+ executing brokers.
Analytics
Enfusion Analytics lets asset managers collect live, historical, and third-party data in one central data warehouse, which can then be used to generate investment ideas or automate customized reports.
Accounting
Featuring a proper double-entry general ledger, our accounting module can produce automated posting of debits and credits for all securities and cash events directly from the PMS—allowing you to maintain a complete, real-time ABOR.
Connectivity, Data, and APIs
The Enfusion platform was built to simplify the process of managing your most important connections, from FIX connectivity to streaming real-time market data to plug-and-play integration with third-party systems via API.
Managed Services
Working in the exact same environment as our clients, our teams consist of platform “power-users” with investment management industry expertise across reconciliations, trade processing, tax lot management, shadow accounting, and more.