Hear Enfusion Clients Tell Their Stories
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Hear from our clients.
See results for yourself.

Hedge funds and hybrid asset managers using Enfusion have leapt forward in the way they manage their investments. This leap gives them momentum to pivot strategies, evolve vehicles, and grow AUM.

 

Learn what our clients say about how our single front-to-back-office platform and integrated services provide the foundation for long-term growth. 

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

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AIIM INVESTMENT MANAGEMENT

Trading across geographies has never been so easy

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CENTRE ASSET MANAGEMENT

Replaced multiple systems for operational efficiency

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GHOST TREE CAPITAL

Overcoming legacy tech to spur growth

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CastleKnight Management

One platform for multiple asset classes

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ALBANY CAPITAL

Streamlining fund ops to meet evolving strategy needs

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Melqart Asset Management

Connecting front, middle, and back office to focus on new opportunities

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FORCE HILL

Enfusion's "Hedge Fund in a Box" approach

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AJO VISTA

Using managed services to gain the time to focus on alpha

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Explore our offerings

WHAT OUR CLIENTS SAY

When you are launching a fund, you can’t compromise on your technology. Otherwise, in the long run, you will regret it.

Alastair Sloan, CIO, Albany Capital

WHAT OUR CLIENTS SAY

“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

WHAT OUR CLIENTS SAY

“This is my first experience using an outsourced team to manage middle-office and operations functions and I was impressed with the accuracy of the Enfusion team. I effectively have a team at Enfusion always working on CastleKnight behind the scenes. This gives me a lot of flexibility.”

Chris Sullivan, COO/CFO/CCO, CastleKnight

WHAT OUR CLIENTS SAY

“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

WHAT OUR CLIENTS SAY

“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

WHAT OUR CLIENTS SAY

“We have big ambitions as a business. Enfusion supports our needs today but more importantly can support our growth objectives for the long term.”

Karim Jetha, CIO, Longdean Capital

WHAT OUR CLIENTS SAY

“Our trade license came earlier than expected. We needed a front-to-back technology platform that could meet our investment needs and our timings. In Enfusion, we found the right partner whose implementation teams collaborated with us in a nimble manner allowing us to go live in record time.”

YinJun Zhu, CIO, YT Capital

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.

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