Enfusion’s investment management software helps hedge funds and asset managers cohesively combine portfolio management, order management, order execution, risk management and a general ledger in one fully integrated, cloud-based system.
Portfolio Monitoring and Reporting
Painless anytime-anywhere access to real-time, historical and custom reporting across all business units
With Enfusion’s unified investment management system, managers can get a customized suite of portfolio monitors and reports, with on-demand views of live and historic data that help you make better decisions, faster – all easily accessible and synchronized across our workstation, web and mobile applications.Request A Demo
Why asset managers choose us
Extensive Functional Coverage
A holistic real-time reporting framework that covers all aspects of the system (e.g. P&L, Exposures, Counterparty, General Ledger); Views are entirely customizable per client preference; Users can designate reports as private or share the reports with other users within the firm
Single Data Set/Consistency
The OEMS, PMS, Risk and Accounting features of the system all leverage a single comprehensive data set for a client; Live and historical views on demand; Integrated database updated in real time
Allow multiple hierarchical groups with different column detail at each level; Custom column summation rules, filtering and formatting at each level; Powerful drill down capability
Compare performance against a benchmark; Time series reporting
Custom tagging or Sectors, Risk Countries etc.; Slice and dice portfolio across > 4,000 columns; Dynamic hierarchy and custom attribute tagging; Customize views to each user’s exact specifications
New columns can be quickly programmed to extend reporting functionality beyond out-of-the-box columns
Intuitive User Experience
Quickly design new reports; Export and consume data with ease via Excel add-in, rest API, FTP or email. Easily access reports across devices with Enfusion web and mobile applications.
Scheduling & Delivery
Once constructed, reports can be easily viewed via Enfusion’s secure web or mobile applications, and/or delivered to a variety of sources including Email and FTP; A variety of export formats are supported – PDF, HTML, Excel, CSV, etc.
Stored reports can be accessed ad hoc using a simple, HTTP based API; Excel add-in to create customized dashboards
Discover how our integrated front-to-back software supports consistent workflow, reduces manual work and flexes to scale.
Deploy our Managed Services team to reinforce operational resource, allowing you to focus on front office revenue generation.
Strength In Our Numbers
Increase in our technology staff (2018-2020).
Client services team growth (2018-2020).