Increase operational efficiency

Enfusion Managed Services keeps your middle and back office lean and informed, turning your fund’s focus to front office revenue generation and growth. We enable investment firms to scale quickly, unlock resources and gain valuable business insight.

How it works

Technology, data, and industry best practices

Our global services team harnesses our constantly evolving technology, data, and industry best practices to provide meaningful insights to transform your business.

They quickly master your portfolio, address time-consuming tasks, automate processes, and anticipate reporting needs. Our experts maximize the power of the Enfusion platform and your data to provide critical insights allowing you to focus on business growth.

What’s more, our dynamic web-based services portal ensures timely, secure communications and on-demand accessibility of data, reports and our value-added insights.

Our services

    Middle Office

  • Trade processing
  • Reconciliation
  • Position lifecycle management
  • Stock borrow & swap financing maintenance

    Back Office

  • Shadow accounting
  • Trial balance reconciliation
  • Non-trading accruals and payments
  • Tax lot management

For Fund Managers

Investment Operations Resource Center

Discover how new and growing funds managers are scaling their operations.

Learn More

Managed Services

Why use us


Make swift decisions based on a single source of data.

Scale With

Launch funds in pace with the market and investor demands.


Unlock resources to focus on business growth.


Implement reliable technology and strict protocols.


Receive optimal solutions for any operational challenge.



Leverage our Managed Services team to reduce your administrative burdens and increase operational efficiencies.

Leverage our Managed Services team to reduce your administrative burdens and increase operational efficiencies.

How we work

24 hour follow the sun coverage

Named contacts and experienced teams

Our services team has deep investment management and financial services experience.
Clients are allocated a team pod, with named contacts.

Secure, timely delivery

Our secure web-based services portal ensures timely communications and on-demand access to data, reports and our value-added insights.

Methodical on-boarding

We spend time understanding your organization, trading strategy and middle and back office requirements.

Watertight Controls

Our high security standards include strict protocols around handling financial information and sensitive data.

Fully transparent working practices

We employ transparent working practices – you can see us in action on your Enfusion software.

Best practice procedures

We understand the mechanics of middle office and back office process and we follow best practice always.

Follow the sun reliability

We provide rock solid reliability with global coverage. We ensure accuracy at the start of business and market close.


An immediate resource boost

Enfusion Managed Services takes efficiency to effectiveness and process to control.

our employees about enfusion

I have spent the majority of my career working at asset managers in a middle or back office capacity and have extensive experience with reconciliations and post-trade processing. Since I was in a client role for a long time, I can quickly solve a client’s request.

 Jennifer Meyer, Vice President, Enfusion Services Team


Enfusion’s team of operational experts

what our clients say about enfusion

You can’t be in a situation where I’m looking at something, and Investors or Fund Administrators or the PM is looking at something and we both think it’s the same and it’s not

COO, Multi Strategy Fund, Toronto, +$10b

Strength In Our Numbers

Measuring client satisfaction


Client retention rate



Managed services staff

We invest heavily in building highly skilled services teams (2019-2020).


Global locations

We operate from 9 strategically situated global offices