Together, we make a great team
Enfusion partners with clients to achieve enterprise-wide goals such as cost reduction, technology transformation and business scaling. Our partnerships are founded on reliability, efficiency and proactivity. We invest in our people and in your success, recruiting and training top talent and focusing our employee base on customer service.
our customer service approach
We don’t pay lip service to partnership, we deliver. We’re driven by meeting our promises and your goals.
Our award-winning service, with a 94% AITE satisfaction rating (2019), keeps your fund always on the move.
We’re known for our industry-beating speed of innovation, with rapid system enhancements introduced every week.
We support clients with regionalized, multi-skilled teams and named pods.
Becoming an expert and staying one just got easier
Meet our Client Success Managers, they navigate your needs and stay with you for the length of your partnership with Enfusion*
*Our client retention rate is 99%, so you’ll really get to know the team.
GETTING YOU UP AND RUNNING
Our implementation process is regularly finessed. From new funds to system conversions, our onboarding experience is expansive, managed by a team with deep and broad investment management experience.
New clients in 2019
above $1b in AUM
legacy systems 2019
Enfusion every day
Designated for success
Our onboarding process
Your lifetime manager starts to learn about your business and introduce you to Enfusion.
Assessment of existing systems, third party vendors, integration points and data feeds.
Configuration of third party vendors, custodians and admins. Conversion from legacy system, as required.
Specialist training, overseen by an onboarding project manager, equips you with functional skills.
Set-up of custom reporting and reconciliations to smooth system live launch.
Extended period of transition, with post lauch check-ins and further optional training.
evolving with you
Customization and partnership
Our client collaborations include custom projects, built for a fund’s specific needs, and developing multi-tenant system enhancements that benefit all users.
Keeping you successful
Follow-the-sun product consulting
Enfusion product support teams are based in Chicago, New York, Dublin, Mumbai, and HK.
Training our team
Classroom training, bug fix clinics, financial deep dives and mentorship get our team ready for action.
Our skilled Ticket Lieutenants ensure that each request is rapidly matched to the most appropriate consultant.
To ensure vital trading time is not lost, we have strategically situated Enfusion OEMS experts within our support teams.
We keep connectivity with vendors and prime brokers friction free.
We escalate complex and market sensitive issues, providing access to specialist internal resources.
Our product consulting teams are multi-skilled, allowing you to flexibly adopt new trading strategies.
We assess custom requests to ensure that client enhancements receive the right technical support.
24-hour Helpdesk support
We use a ticket system to field your support needs. See us in action.
We forge strategic partnerships worldwide
Globally situated developers, technologists, help desk support and customer success.
125 South Clark Street, Suite 750 Chicago, IL 60603
120 West 45th Street, Suite 1100 New York, NY 10036
44 Davies St, Suite 1S Brookfield Mayfair, London W1K 5JA
+44 (0) 20 3880 5951
9 Fenian Street, Suite 400 Dublin 2, Ireland, D02 RX24
+353 (1) 588 1020
Club Lusitano Suite 6F 16 Ice House St. Central, Hong Kong
20 McCallum Street #19-01 Tokio Marine Centre Singapore 069046
R. Prof. Atílio Innocenti, 165 São Paulo, SP Brazil 04538-000
The Centrium Phoenix Marketcity, Suite 1-1 LBS Road Kurla West, 400070 Mumbai, Maharashtra, India
Strength In Our Numbers
New fund managers
Signed to use our platform (2020).
Client retention rating
With 9 Global offices, we provide 24/6 support for our clients.