Waters Rankings 2022: Best portfolio management system provider—Enfusion

Overview

Portfolio managers face financial and operational risk due to data that becomes less accurate through the day. Enfusion provides portfolio managers with live views into their portfolios, enabling their teams to track order positioning and execution, positions, and P&L in real time.

The Solution

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.

Secret Sauce

The Enfusion platform unites the entire asset management workflow across the front, middle and back office, allowing clients to customize and scale as their needs change and make real-time decisions. According to Enfusion, its integrated platform with data back-up for disaster recovery helps it stand out from its competitors.

Recent Milestones

• Enfusion has rolled out more than 500 enhancements and features in its effort to streamline the investment manager experience. 
• Its enhanced position adjustment tool is also able to run compliance and route orders. 
• Enfusion’s recently launched mobile app allows users to conduct critical investment activities directly from their mobile devices.

Future Objectives

Enfusion is investing in the future, targeting all hallmarks for excellence around client experience and continued product innovation. It remains focused on growing its offerings for larger fund managers and institutional asset managers and expanding its global presence.