“Enfusion’s mission is to defeat the ‘tech debt’ accrued from cumbersome legacy systems.”— Thomas Kim, CEO at Enfusion

Are your investments spread out in lots of places? Are your 401(k) plans, trading accounts, and savings accounts located at different institutions? If that’s the case, you likely receive separate updates for each on the status of the funds, which can get confusing. It can also be challenging to know exactly where you stand regarding net worth.

As portfolios become more diverse, they naturally become more complex. This increased complexity can make it difficult for those who manage portfolios—financial advisors, relationship managers, and client associates—to keep track of all of the data to manage a healthy portfolio. Some investors swear by portfolio management software to help solve this problem.

Investors require portfolio management tools to track entities like investment returns, asset allocation, fees, etc. You would be questioning the need for portfolio management tools when you can do it manually or with a tracking spreadsheet. These are good alternatives only until a specific period. Investments can lead to figures that venture beyond the spectrum of the human mind at times like these. These management tools come in handy.

But with so many options available in today’s market, how can an organization decide the best one suited for its needs?

One of the best portfolio management service providers for hedge funds and other financial institutions is Enfusion.

Creating a framework for the future of investment operations through revolutionary cloud portfolio management services

At Enfusion, the team helps investment managers solve their most demanding business challenges by viewing innovation from a profoundly unique perspective. Enfusion gives them the power to see clearly—so that they can act confidently.

Hedge funds.Institutional investment managers.Family offices. No matter the firm or investment strategy, all asset managers share one thing in common— a single-minded pursuit to generate maximum returns for their investors. And the goal driving Enfusion is to harness technology’s power to eradicate operational barriers that divert asset managers’ energy away from this fundamental task.

Enfusion’s portfolio management 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. And they’ve built it specifically to run in the cloud.

Why is cloud-native multi-tenant so important?

Because it makes things possible at the operational level that other Software-as-a-Service (SaaS) solutions simply can’t. It ensures that portfolio managers can grasp what the trading desk sees. It makes weekly upgrades possible. It lets clients enter new asset classes effortlessly. But possibly most importantly of all, it means that Enfusion never stops improving.

As a Fintech pioneer and leader in developing innovative solutions, Enfusionhas partnered with over 600 investment managers from nine global offices. In 2021, Enfusion was named Best Institutional Investment Solution at the FinTech Breakthrough Awards and Best EMS/OMS Provider by the Fund Intelligence Operations and Services Awards.

See why cloud-native changes everything—Enfusion’s cloud-based portfolio management platform

Disjointed data sets, Disparate systems, and high maintenance costs are a thing of the past through Enfusion’s portfolio management platform. Enfusion’s award-winning platform stands up quickly, scales effortlessly, and evolves unceasingly—while keeping front, middle, and back offices in flawless sync.

Most Software-as-as-Service (SaaS) platforms only move on-premise software to the cloud. But Enfusion was explicitly built for the cloud—allowing them to push the benefits much further.

Portfolio Management

Enfusion’s platform can comprehensively re-balance multiple portfolios. This module features a full suite of valuation and risk tools, generates a real-time Investment Book of Record (IBOR), and allows users to aggregate and decompose portfolio data by any customized dimensions.

Order and Execution Management System

The platform is connected to Enfusion’s Portfolio Management System in real-time, and its OEMS offers direct FIX connectivity, intelligent allocation schemes, leading compliance technology, and access to 200+ executing brokers.

Analytics

Enfusion Analytics enables asset managers to collect live, historical, and third-party data into one central data warehouse—automating customized reportsor generating investment ideas.

 Accounting

Enfusion accounting module features an accurate double-entry general ledger. It can produce automated posting of credits and debits for all cash and securities events directly from the PMS—allowing fund managers to maintain a complete, real-time ABOR.

Connectivity, Data, and APIs

The Enfusion platform was built to streamline managing your most important connections, from streaming real-time market data to FIX connectivity to plug-and-play integration with third-party systems via API.

Account Management and Client Support

Enfusion’s clients have a dedicated in-region account manager backed by a global support team of deep functional experts capable of solving complex issues related to the platform, connectivity, integration, and more.

Assisting Enfusion to change how portfolio managers work

Thomas Kim is the Chief Executive Officer at Enfusion. He leads the company’s global strategy and is advancing its mission to transform the world of investment management solutions and technology.

Kim joined Enfusion in March 2020. He has over 25 years of experience in capital markets with deep industry expertise leading innovative financial technology firms as well as major divisions of buy-side and sell-side institutions.

Kim previously served as Chief Operating Officer of the Investment Engine Group at Bridgewater Associates, the world’s largest hedge fund, where he spent over seven years in various roles.

Kim holds a bachelor’s degree from American University.

“The wisest investment you’ll ever make.”