20 Business Excellence Awards 2020

Enfusion – Creating enterprise-wide cultures of transparency and shared insight by breaking technology barriers


Today is the race of digitalization. Every other business is settling towards being digital. Being digital is the trend now as it not only saves much time but has more advantages also. Digital technology helps a business streamline their processes, increase efficiency, improve productivity, and save a lot of money. The SaaS-based asset management application is generally subscription-based and has no up-front license fees resulting in lower initial costs. The SaaS provider manages the IT infrastructure that runs the software, which lowers the fees for hardware and software maintenance. The SaaS-based asset management application deals with hardware and software updates, deploying upgrades centrally to the hosted applications, and removing the workload and responsibility from your end.

Enfusion is a leading global provider of native SaaS-based investment management technology solutions and services that enable clients to operate from a single golden source of data from the front office to the back. A platform to boost agility, Enfusion delivers award-winning software, managed services, and analytics to more than 500 investment managers and hedge funds from eight offices spanning four continents. The platform is built to adapt, flex, and grow. Today, it is guided by hundreds of innovative technologists, developers, financial experts, and service professionals.

Innovative products and services furnished by Enfusion

Enfusion software: It cohesively combines portfolio management, trade execution, risk management, and general ledger in one fully integrated, cloud-based system. It connects investment and operational decision making, allowing every team member to leverage the same insight in real-time across the entire portfolio. Streamline execution workflow and empower traders with direct FIX connectivity to over 200 brokers, dark pools, execution venues, real-time short locates, and customizable order blotters. The multi-tenant model means that client ideas become enhancements each week, for all to benefit. Enfusion's software is modular and cloud-based, supporting multi asset-class coverage and updated weekly, making it a flexible collaborator to scale at pace and gain efficiencies.

Enfusion Managed Services: It keeps your middle and back office lean and informed, turning your fund's focus to front-office revenue generation. The company's highly skilled expert team enables investment firms to scale quickly, unlock resources, and gain valuable data insight. The global services team is Enfusion software super users. Its skilled experts deploy best practices to harness a constantly evolving software platform. They quickly assimilate to your portfolio time-consuming attack tasks, automate processes, and anticipate reporting needs. They exploit software to the max and release you from the heavy lift. With fee pressure, regulation, and demographic changes leading to intensifying competition and systemic changes in operating models, Enfusion partners with Institutional Asset Management firms to help them nimbly adapt to the challenges ahead. The firm provides intelligent solutions to tackle cost pressures, support new trading strategies, and position organizations for sustainable growth, building organizational agility for its clients.

Enfusion Visual Analytics: It interprets data to show investment firms' patterns, problems, and performance. By storing, mining, and analyzing data across the entire investment lifecycle, the firm gives you the interactive visual analysis to untangle issues and quickly get insights to move your business forward. It enables funds to ask more profound questions and deliver more meaningful answers from their investment portfolio. The cloud-hosted warehouse stores your Enfusion data. Any changes made to data in the month prior are reconciled. Enfusion Visual Analytics helps you end the day informed and start the next with insight.

Agile Evolution: At the heart of Enfusion's platform lies agile evolution. It enables investment management firms to scale without the need to upgrade their technology solution. The software features comprehensive financial product coverage and is underpinned by technologists and developers' agile team, making Enfusion a strategic partner for growth. An institutional quality system, Enfusion is built on one dataset, boosting transparency and connecting workflow from front-to-back office with one real-time view. Its native asset class coverage enables firms to take Analyst and PM ideas and turn them rapidly into opportunities. It also eliminates the conversion headache with a turn-key solution, high-touch onboarding, and smooth third-party integration.

The pre-eminent leader behind the success of Enfusion

Thomas Kim serves as the Chief Executive Officer of Enfusion. With over 25 years of experience in the capital markets, Mr. Thomas recently served at Bridgewater Associates for more than seven decades, most notably as COO of the Investment Engine Group. Before joining Bridgewater Associates, Thomas held a wide range of executive roles at global sell-side institutions, Lehman Brothers and UNX, as well as leading fintech firms Tassat, TradingScreen, Macgregor, and Merrin Financial/ADP. Thomas holds a degree from American University.

"We're committed to excellence in partnerships, excellence in product development, and excellence in performance."