Partnering with Family Offices
Adaptable and flexible bedrock
Enfusion’s real-time P&L, single source view of all investments, and multi asset class coverage provide Family Offices with a comprehensive technology foundation. And with our Managed Services team able to remotely manage the lifecycle of the business, Family Offices can focus on adapting to changing market conditions and succession planning.
WHY family offices choose Enfusion
Comprehensive control
An institutional quality system, Enfusion is built on one dataset, boosting transparency across front-to-back office with one real-time view. Our proper dual-entry General Ledger, featuring a full set of financial statements, eliminates your need for a fund administrator. We adhere to globally recognized privacy standards, ensuring you comply with data security demands.
Software
Discover how our integrated front-to-back software supports consistent workflow, reduces manual work and flexes to scale.
Services
Streamline and simplify your operations. Harness our people to power your process.
Analytics
Exploit our Enfusion Visual Analytics to access actionable and meaningful insight from your data.
our strategic partners
Enfusion was built with superb logic
CONFIDENTIAL* Texas, AUM +$250m
*Our client quotes are 100% true, just like our confidentiality promise to them
Enfusion is utterly material to how our day to day workflow and trades work. An engine that helps us move forward every day
CONFIDENTIAL* London, AUM +$5b
*Our client quotes are 100% true, just like our confidentiality promise to them
It may sound simple stupid, but if you can’t count all your cash, and know where all you cash is, and what it sits against, accurately and in real time, it’s a disaster
CONFIDENTIAL* Singapore, AUM +$1b
*Our client quotes are 100% true, just like our confidentiality promise to them
Enfusion is utterly material to how our day to day workflow and trades work. An engine that helps us move forward every day
CONFIDENTIAL* London, AUM +$200b
*Our client quotes are 100% true, just like our confidentiality promise to them
WHY WORK WITH US
Why family offices choose us
Integrated
Connect investment and operational decision making on one integrated, front-to-back office platform.
Regulate costs
Increase ROI with Enfusion’s cloud-based platform that keeps infrastructure costs low and removes the need for a fund administrator.
Customizable
Our highly customizable software updates weekly and features a multitude of adaptable custom options and views.
Optimize and automate
Eradicate manual reconciliations, automate compliance and introduce fluent workflow.
Boost resources
Harness our global Managed Services taskforce and immediately inject middle and back office resource.
Strategic partnership
Rely on our client support, financial expertise and innovation agility for a partnership with longevity.
case study
Family Office managing $3b
New York based Family Office managing $3b opportunistic long/short equity portfolio. The firm only manages internal capital and is not open to external investors.
FIND OUT MORE
Resource efficient
See your business at a glance
Our highly regarded General Ledger provides a comprehensive and cost-effective solution to maintaining your complete set of books and records.
client support
This is how we activate & support
Onboarding Process
With 450+ implementations under our belts, we improve our processes constantly. Get onboard with us.
Product Support Team
Our software is underpinned by our expert helpdesk consultants. We power through queries and custom requests.
Help
Center
Packed with useful information, our online knowledge base helps you navigate our software.
Our
Promise
Our promise is simple – we deliver on our promises. We operate at rapid speed to expedite client needs.
Strength In Our Numbers
Constantly growing
Technology staff
Increase in our technology and developer headcount in the last 3 years
Customer support staff
Increase in implementation and customer support staff in the last 3 years
R&D spend
Year over year increased spend on research & development