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

Client-centric philosophy

High
Collaboration

We don’t pay lip service to partnership, we deliver. We’re driven by meeting our promises and your goals.
High-touch
service

Our award-winning service, with a 94% AITE satisfaction rating (2019), keeps your fund always on the move.
High-speed
innovation

We’re known for our industry-beating speed of innovation, with rapid system enhancements introduced every week.
Highly tailored
teams

We support clients with regionalized, multi-skilled teams and named pods.

customer success

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

Onboarding experience

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
Clients
onboarded 2020
Conversions from
legacy systems 2019
Clients using
Enfusion every day

Designated for success

Our onboarding process

Client Success
Manager

Your lifetime manager starts to learn about your business and introduce you to Enfusion.
Connectivity
Assessment

Assessment of existing systems, third party vendors, integration points and data feeds.
Connectivity
Set-up

Configuration of third party vendors, custodians and admins. Conversion from legacy system, as required.
Training

Specialist training, overseen by an onboarding project manager, equips you with functional skills.
Custom needs

Set-up of custom reporting and reconciliations to smooth system live launch.
Transition

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

Global support

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.
Ticket speed

Our skilled Ticket Lieutenants ensure that each request is rapidly matched to the most appropriate consultant.
OEMS specialists

To ensure vital trading time is not lost, we have strategically situated Enfusion OEMS experts within our support teams.
Connectivity experts

We keep connectivity with vendors and prime brokers friction free.
Rapid escalation

We escalate complex and market sensitive issues, providing access to specialist internal resources.
Fund diversification

Our product consulting teams are multi-skilled, allowing you to flexibly adopt new trading strategies.
Customization

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.

Assignee name
Ticket ID
Ticket Satisfaction comment
Alex
411565
Superstar! thanks very much for your help with this one mate, appreciate it.
Christopher
403448
fast and easy explanation. Well done as usual.
Jeetendra
416806
All OK
Connor
431304
You’re so awesome
Christopher
392990
your guys are helpful as always
Abhishek
373208
Quick response
Abhishek
397368
very quick thank you!
Maria
368878
Unorthodox without a 0 quantity! cheers
Alex
380298
Fantastic support – very responsive!
Alex
362696
Prompt fix. Thank you!
Nate
358735
Nathan – you rock! Thanks.
Ali
366384
thank you Ali!
Kennia
392573
This case was handled quite well.
Kennia
397144
Fast and concise response.
KC
398719
thank you very much
Yuliya
400373
Yuliya worked hard on an issue that was not very straight forward and required a lot of troubleshooting. Thank you for going the extra mile!
Alok
395349
Appreciative of all the assistance in order to fix original treatment and reflect our swap properly.
Connor
369037
Excellent responsiveness and attention to specificis.
KC
382882
Support was fast and accurate. Received exactly what I was looking for.
Bridget
384538
Commissions have been set up quickly. We’ll honestly know for certain once we start booking trades tomorrow.
KC
378532
thank you very much
Jit
362326
These reports prevented a wash sale from being made today. Thank you for creating this!
Jit
362822
perfect – thank you very much
Imane
375245
The solution is the right answer on the question that had been raised.
Abhishek
348644
thank you very much
Ahmad
336097
Ahmad is terrific – really appreciated him turning around my report request so quickly and it was exactly what I needed.
Alex
343255
Great service.
Alex
335909
THANK YOU FOR EXPLAINING THE FIX.
Cori
322090
All good. thanks!
Kennia
318557
Very good communications and follow up. Great getting screen shots. And calls to walk thru, etc. Many thanks.
Kennia
358645
Thanks for looking into it. !
Alok
318241
Great follow up. Finally got it resolved.
Cori
329426
You guys are great. Fast, excellent and accurate work as always. Many thanks.
Alok
319823
quickly resolved a problem of stuck old order that was caused by a broker. Well done – thx.
Alok
332228
very helpful and timely. thanks again.
Alok
347520
Thanks
Jade
319425
Perfect thank you
Jit
326446
helped me a lot. thank you.
Jit
343191
I also tested the cancel message with JPM and all was successful…thanks
Sumukh
319872
The financing ninja!
Sumukh
331528
Outstanding customer support, solid system/business knowledge and attention to details. Thank you, Sumukh !
Imane
343193
thank you for the swift turnaround
Aaron
321459
Cheers for the perseverance and tolerating all of the question. appreciate it.
Aaron
338961
Ninja! Thanks very much for the quick turnaround mate.
Aashik
308174
great response time — THANKS!!
Maria
307202
cheers for this mate, and the intel on changing the curve ourselves! cheers
Ahmad
292718
Response time and information was excellent.
Ahmad
314438
quick turnaround
Cori
304563
Cori saved me a week’s worth of work here. Really appreciate the help here. She could not of been more professional & helpful. Please keep her on the team that covers us.
Jeetendra
295508
thanks for the walk through!
Jeetendra
297806
vERY HELPFUL THANK YOU!
Alex
312880
I appreciate Alex testing and coming up with a solution to ORF rate difference. This solution will save us from having to remember to manually add another fee to get to the correct ORF amount. Thanks!!
Cori
300156
quick turnaround of question answered, followed up later to confirm issue was solved.
Cori
309889
QUICK RESPONSE
Kennia
292238
I’m appreciated your quick response with exact answer what I wanted to know, without chasing/calling
Phillip
306973
well done and super quick. thx.
Po Yank
305350
very happy with level of support once Joyce called me.
Alok
315411
Thanks!!!
Eva
301327
excellent! ninja tip toeing through closed periods 😀
KC
299682
Quick turnaround!
Toni
306432
proficient in use of the CMD window last seen in 1998….where does it end! thanks mate
Hongyin
314319
on the ball! Many thx.
Jit
299265
Jit did an excellent job reconciling and resolving our GL NAV differences across our three Funds between Current and Temporal FX Translation Methods.
Aaron
313291
Quick and thorough fix, thanks
Christine
263018
I greatly appreciate Christine’s helpfulness on the balance issues.
Maria
263283
nice tie
Eva
263464
one huge pa1n in the **** fixed! thanks very much
Toni
263465
Brilliant! thanks very much for taking the time.
Aaron
264670
ninja! cheers for the quick turnaround, appreciate it
Ahmad
264788
Quick and helpful. Thanks
Kennia
265428
Really appreciate the 2 methods suggested byKennia. ^^
Jeetendra
266979
I will have to confirm the data, but it looks ready to be tested. Thank you.
Po Yank
267496
Very Quick and helpful.
Aaron
267968
superb! thanks for the persistence and workaround!
Ahmad
269691
ahmad was very helpful and turned this around quickly
Kennia
272109
question was answered. doing some follow up here at BNY before replying. Thank You!
Alok
272822
excellent work
Helen
273656
thanks
Aaron
274061
As usual, Aaron communicates the solution very clearly and gets the job done .
Eva
278833
Issue addressed in a timely fashion. Thanks, on behalf of KPS Global.
Jade
282587
Prompt, friendly, and accurate. Thank you for your help.
Po Yank
285722
Thank you!
Elsa
286895
fast response -thank you !!
Toni
290886
excellent! thanks for checking in test before asking me to implement.
Jit
245362
This was a trickier problem to solve. Worked very well with Jit and collectively, we were able to get it solved exactly as needed.
Aaron
245496
cheers mate
KC
245880
Helpful suggestions
Vrushali
246316
Vrushali did a great job. very patient with us. thanks.
Sumukh
246751
Got to the bottom of a difficult and unusual request. Thanks!
Aaron
247064
This is now settled.
Connor
247615
Thank you
Helen
248839
so helpful as always!
Maria
249378
Very professional and quick remedy
Maria
249820
cool workaround!
Cori
249839
perfect… thank you!
April
250267
fast response.
Jeetendra
252175
Very helpful
Eric
253381
Quick correct response – nothing better than that! Thanks
Connor
253567
Timely and effective
Eva
255036
eagle eyed! thank you
Cori
255873
ridiculously fast for a Friday!
Aaron
256713
Once again, excellent guidance from Enfusion support to help me address the issue by myself, if it were to occur again – as usual, differentiates Enfusion from their peers.
Connor
258269
Great. Thank you.
Jade
259980
Awesome help!! Thank you!
Dora
211060
Dora was excellent assistance to both Aneta and I dealing with a difficult topic of MIFID2
April
211168
Very helpful and quickly offered me an alternative to an obsolete report had been using.
Cori
211968
Cori has been very helpful, fast in acting on our request. He is very knowledgeable and quick in understanding the urgency of customer’s request. Thanks Ethan
Cori
214995
Always a bonus to have someone understand the context of the problem, as it helps the overall process.
Jeetendra
216501
We really appreciated the quick response!
Jeetendra
218946
Quick and helpful. Thanks!
Jeetendra
221725
brilliant
Helen
222338
turned around very quickly. thank you
224071
excellent
Aaron
225553
The help was fantastic and the support from Aaron was incredible as he stayed and worked with us until the issue was fixed. Thank you Aaron.
Darrell
232275
superb
Connor
232878
Excellent, thanks
Aaron
233118
quick, accurate, on the money
Jade
234285
Since we began our relationship with Enfusion, I have had nothing but excellent service from everyone I have come in contact with. Your support and help desk colleagues are exceptional. If they do not have an immediate answer or solution, they do their best to get the answer. When I drop the ball – and fail to follow-up – they do. THAT is instrumental, especially in our busy environment where if something falls through the crack, it is a relief to know that someone has my back. THANKS, TEAM!!! Bern
Helen
235850
Quick resolution
Geoffrey
239029
helpful
Cori
240566
Thanks for the diligent work. I am surprised by the platform
Connor
242845
Exceptional, Very efficient and well focused on this project from start to finish.
Aaron
243486
thanks mate, appreciate it
Aaron
243527
all great thanks
Names and identifying information have been changed for privacy protection. The opinions expressed herein, which have been selected by Enfusion at its discretion, are solely those of the individuals involved at the time of provision and do not necessarily represent those of other Enfusion clients, and are provided on an “as is” basis with no guarantees of completeness, accuracy, or timeliness.

meet our team

You can talk to us 24 hours a day

global offices

We forge strategic partnerships worldwide

Globally situated developers, technologists, help desk support and customer success.
Chicago

125 South Clark Street, Suite 750 Chicago, IL 60603
+1 312-253-9800

New York

120 West 45th Street, Suite 1100 New York, NY 10036
+1 917-475-4736

London

44 Davies St, Suite 1S Brookfield Mayfair, London W1K 5JA
+44 (0) 20 3880 5951

Dublin

9 Fenian Street, Suite 400 Dublin 2, Ireland, D02 RX24
+353 (1) 588 1020

Hong Kong

Club Lusitano Suite 6F 16 Ice House St. Central, Hong Kong
+852-3892-8434

Singapore

20 McCallum Street #19-01 Tokio Marine Centre Singapore 069046
+65 69327548

São Paulo

R. Prof. Atílio Innocenti, 165 São Paulo, SP Brazil 04538-000
+55-11-4280-7697

Mumbai

The Centrium Phoenix Marketcity, Suite 1-1 LBS Road Kurla West, 400070 Mumbai, Maharashtra, India

Strength In Our Numbers

New clients

+160

New fund managers

Signed to use our platform (2020).
99%

Client retention rating

(2020)
9

Global locations

With 9 Global offices, we provide 24/6  support for our clients.