Top-notch investment operations platform expanding into new client segments: Enfusion

In the highly competitive world we live in; investment operations are gaining popularity as they offer support solutions that are customized to fit an organization’s business strategy. Investment Operations are comprehensive solutions that help in increasing the efficacy and efficiency of the company. The services focus on enhancing the client experience, increasing competitive advantage, and reducing operational risks.

Globally, there are numerous investment operations platforms offering excellent services, among them, Enfusion stands out .Enfusion helps investment managers solve their most pressing business challenges by looking at innovation from a fundamentally unique perspective. The platform gives them the power to see clearly so that they can act confidently. In the investment management industry, complexity takes many forms and all can become a barrier to performance. But the Enfusion platform can help as it stands up quickly, shrinking time to trade. It scales easily, enabling agility and growth and evolves incrementally, delivering continuous enhancements without disruption. Enfusion’s platform uses one golden source of truth to unify the front, middle, and back offices: from portfolio management and accounting all the way through to order management, execution management, and analytics. 

Services offered by Enfusion

Portfolio management

Synchronizing positions across desktop, web, and mobile, Enfusion’s PMS natively integrates portfolio management, order execution, risk management, and compliance controls into a single workflow. With full multi-asset class coverage, Enfusion gives portfolio managers a live view into their portfolio, enabling their team to track order positioning and execution, positions, and P&L in real time. Embedded risk reporting, stress-testing and scenario analysis functionality provide managers with the tools needed to accurately analyze various risk factors in a portfolio and accurately hedge different exposures across asset classes, funds, accounts, and strategies.

Order & execution management

Built natively as a single system, Enfusion’s OEMS can manage complex execution strategies, streamline workflows, and eliminate issues caused by fragmented order and execution management systems. Available on desktop, web, and mobile. Access high quality, real-time market data from leading data providers including Bloomberg and FactSet across all interfaces. Featuring thousands of pre-populated and customizable rules, Enfusion’s built-in compliance engine ensures business wide pre- and post-trade monitoring.

Analytics

By collecting historical and third-party data into one, central location, Enfusion Analytics helps asset managers generate the insights they need to evolve their investment processes. With Enfusion’s cloud-hosted data warehouse, you can easily import data from the Enfusion platform, your legacy systems, and even outside providers into a single clearinghouse—providing a firm-wide data view. By storing, mining, and analyzing data across the entire investment lifecycle, Enfusion’s visual analytics allows asset managers to see not only how their investments are performing but why they are performing that way. Enfusion Analytics features a holistic reporting framework that allows you to remove manual processes from your workflow and provide time-sensitive information without delay.

Accounting

Able to seamlessly process trading activity and valuations from the PMS and OEMS, Enfusion Accounting provides a full suite of financial statements as well as a true shadow NAV. A comprehensive Accounting Book of Records (ABOR), Enfusion’s general ledger can automatically post debits and credits for all securities and cash events directly from the portfolio management system. Powered by automated data collection from counterparties, Enfusion’s reconciliation engine tracks trades, positions, and cash balances in real-time—and even allows firms to customize matching rules and break tolerances. Whether you need to control headcount while scaling up or simply allocate existing staff to more value-adding tasks, Enfusion’s middle- and back-office managed services teams work directly in the Enfusion Accounting environment—removing risk and delay of daily data hand-offs. 

Connectivity, data, and API

Enfusion’s most important features are perhaps its unrivaled ability to integrate painlessly with legacy systems, third-party platforms/providers, industry-standard protocols, and market data feeds. Enfusion has developed an innovative way to provide access to high quality, real-time market data controlled by leading data provider, FactSet. The capability is unbeaten in the marketplace for data quality, ease-of-use, breadth of access and value. In addition to streaming market data from leading data providers including Bloomberg and FactSet across all interfaces, Enfusion offers a broad range of real-time and point-in-time data from leading third-party providers—as well as middle- and back-office data management services that ensure your data is always clean, accurate, unified and current. For clients looking to build systematic processing for an automated trade generation or routing workflow, Enfusion’s systematic API allows for straight-through-processing with a more efficient, bi-directional data flow. Enfusion makes adoption, migration, onboarding, and operating easy. Get up and running at your own pace with standard interfaces and APIs that let you connect to the partners and systems you need, the way you want.

Account management and client support

Enfusion’s Client Success Model includes: a dedicated, in-region Strategic Account Manager, Technical Account Manager, and a global support team of deep functional experts who can solve complex issues related to platform, integration, connectivity, and more. An Operations Manager serves as the primary point of contact for any Managed Services client. The same features (e.g., cloud-native technology, SaaS delivery model) that make Enfusion’s operational advantages possible also help ensure a remarkably smooth implementation process. Enfusion’s client success model includes a dedicated strategic account manager in your region, as well as a technical account manager who can tap into a team of functional experts for each module or service you use.

Thomas Kim, CEO

“We help investment managers solve their most pressing business challenges by looking at innovation from a fundamentally unique perspective. We give them the power to see clearly—so that they can act confidently”