Institutional Asset Managers
A smarter operating model—built-in
Enfusion provides the flexibility you need to maximize performance, achieve scale, simplify your investment management technology, access data easily, and increase cost predictability. That’s why we built our platform to be modular and future-proof from Day One.
Why Enfusion
Better by design
- You supercharge collaboration by bringing users together on one platform with shared real-time data.
- You streamline workflows between front, middle, and back-office teams and your various providers.
- You ingest, access, and share data easily through interactive views and reports.
- You grow and diversify with ease because robust APIs and wipe-and-load connectors help you scale and evolve with ease.
We push our unique SaaS model to peak performance by adding new features weekly. No more waiting games—you always have the latest and greatest version, without disruption.
Resources
Institutional Asset Management and Asset Owners
The technology that keeps on giving
Challenge
How Enfusion helped
Challenge
Multiple internal datasets each tell a different story
How Enfusion helped
A single source of truth across the firm
Challenge
You pay for technology you don’t want or need
How Enfusion helped
Better customer experience by design
Challenge
You postpone upgrades because of cost, effort, and disruption
How Enfusion helped
The wisdom of the cloud
Challenge
Every change request comes with an invoice
How Enfusion helped
User empowerment
Challenge
Each system and platform is a silo
How Enfusion helped
Seamless integration
Challenge
Security data is difficult to reconcile across various tools and providers.
How Enfusion helped
Pre-populated security master
Challenge
Operational costs compound as you grow.
How Enfusion helped
Focus on core competencies
Webinar Recording
Thriving Through Change - Technology's Role in the Future of Asset Management
Podcast Episode
Investment Management Operations Podcast - Feat. Neal Pawar
Press Release
Enfusion Introduces the Next Phase of Portfolio Workbench
Blog Post
Tech as a driver of strategy: Why now is the time for asset managers to consider enterprise SaaS
Anonymous Client Story
$25B global asset manager reduces TCO by 65% while empowering growth
Blog Post
Empowering PMs With Enfusion's Next-Generation Portfolio Rebalancing Solution
WHAT OUR CLIENTS SAY
“Launching Enfusion has saved us significant costs, which is a firm priority. And the time-saving factor has huge importance for our day-to-day trading activity.”
WHAT OUR CLIENTS SAY
“Previously, it was very difficult for us to update trading and compliance rules. We had to pay for every update. Enfusion has completely eliminated that roadblock and helps us with rules’ changes on request.”
WHAT OUR CLIENTS SAY
“We’ve been an Enfusion client for five years. Portfolio Workbench allows for more intuitive rebalancing and simplifies the portfolio management process. We are excited about the new enhancements, and the future of the platform.”
Insights
All things in perspective.
Asset Managers/
May.2.2025
Webinar Recap: Reducing Risk & Complexity in Your Middle and Back Office
Learn MoreAsset Managers/
Mar.26.2025
Recovery Strategies: Turning Tax Reclaims & Class Action into Revenue
Learn MoreEvents/
Jan.20.2023