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Enfusion – Harnessing the Power of Technology to Remove the Operational Barriers and Pressing Business Challenges

Enfusion – Harnessing the Power of Technology to Remove the Operational Barriers and Pressing Business Challenges

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. 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. And they have built it specifically to run in the cloud. As a Fintech leader and pioneer in developing innovative solutions, Enfusion partners with 600+ investment managers from nine global offices spanning four continents. In 2021, Enfusion was named Best EMS/OMS Provider by the Fund Intelligence Operations and Services Awards and Best Institutional Investment Solution at the FinTech Breakthrough Awards.

Providing Best-in-Class SaaS-based Investment Management Technology Solutions

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. Able to natively sync portfolio positions with orders via Enfusion’s PMS, its OEMS allows traders to access multiple liquidity sources, use a wide range of allocation models, eliminate order staging issues, and improve trade compliance—all while reducing operational risk. Featuring thousands of pre-populated and customizable rules, built-in compliance engine ensures businesswide 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.

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.

The Visionary Leader

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

Mr. 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. Prior to his role at Bridgewater, he served as Managing Director of the Equities group at Lehman Brothers, where he helped lead the build-out of their electronic trading franchise. In earlier roles, Kim was COO of TradingScreen, CEO of UNX, a digital broker-dealer, and CEO of Tassat, a fintech firm. He also held multiple leadership positions at Macgregor and Merrin Financial/ADP.

“At Enfusion, we help investment managers solve their testing business challenges by looking at innovation from a fundamentally unique perspective.”


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