LOADING INVESTMENT CLOUD…
● Cloud-native • Front-to-back • Live IBOR

One cloud for entire investing lifecycle

Enfusion unifies portfolio management, trading, compliance, risk, accounting and reporting. A single dataset, real-time positions, and institutional-grade controls for hedge funds, asset managers and family offices.

800+ firms powered$19T AUM tracked99.99% uptime SLA24/7 managed services
▲ +12.4% Alpha YTD live
enfusion • portfolio monitor — live
Enfusion trading dashboard
NAV
$4.82B
+2.18%
Exposure
134%
hedged
VaR 95%
1.42%
within limit
◉ Compliance passed • 0 breaches • OMS synced
PORTFOLIO MANAGEMENT ✦ ORDER MANAGEMENT ✦ EXECUTION ✦ COMPLIANCE ✦ RISK ✦ ACCOUNTING ✦ ANALYTICS ✦ MANAGED SERVICES ✦ PORTFOLIO MANAGEMENT ✦ ORDER MANAGEMENT ✦ EXECUTION ✦ COMPLIANCE ✦ RISK ✦ ACCOUNTING ✦ ANALYTICS ✦ 
01 — About Enfusion

Built for investors who can't afford fragmented data

Enfusion was created to kill spreadsheets, overnight batches and reconciliations. Front, middle and back office work on one golden copy of data. When a PM trades, risk, compliance, finance and operations see it instantly.

Enfusion analytics

Single IBOR

Investment book of record updated in real time across equities, fixed income, derivatives, FX, private assets and crypto.

No upgrades

True SaaS multi-tenant cloud. Every client on the same version, released continuously, zero on-prem servers.

Mission

Democratize institutional technology

From emerging managers with $100M to multi-strategy platforms with $50B+, Enfusion scales without re-platforming. Launch in weeks, not quarters. Add funds, books, brokers and users on demand. Managed middle/back office lets small teams operate like giants.

  • ✓ Front-to-back: PMS + OMS + EMS + RMS + GL
  • ✓ 600+ straight-through broker / custodian connections
  • ✓ Real-time pre- and post-trade compliance engine
  • ✓ Multi-currency shadow accounting & NAV oversight
  • ✓ Open API + data warehouse + Snowflake sync
0clients globally
0 yrsSaaS innovation
0+countries served
0+integrations
02 — Platform

Everything from idea to settlement

Six modules, one login, one dataset. Stop stitching vendors together.

Portfolio managementPMS

Portfolio Management

Real-time P&L, exposure, attribution, scenario analysis and sleeve accounting. Drill from fund to lot in one click.

Order executionOMS / EMS

Trading & Execution

Global order blotter, algo wheels, FIX connectivity, pre-trade checks and TCA. Trade listed and OTC side-by-side.

ComplianceCompliance

Risk & Limits

UCITS, 40-Act, mandate and ESG rules. VaR, stress, liquidity ladders and what-if hedging with live Greeks.

AccountingAccounting

Shadow Ledger

Multi-basis general ledger, corporate actions, fees, accruals and NAV packs. Close faster with zero breaks.

AnalyticsAnalytics

Data & Reporting

Self-service dashboards, investor tear sheets, regulatory filings and warehouse replication for quants.

Managed servicesServices

Managed Operations

Enfusion runs reconciliations, corporate actions and IT for you. Elite support from former buy-side operators.

03 — Solutions by fund type

Tailored books for every strategy

🏦 Hedge Funds

Long/short, event, macro, relative value. Leverage, financing and real-time margin in one blotter.

Get blueprint →

📈 Long-Only

Benchmark-aware construction, tracking error and client reporting for mutual funds and SMAs.

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👨‍👩‍👧 Family Offices

Multi-entity, multi-custodian aggregation across public and private holdings with look-through.

Get blueprint →

🌍 Multi-Manager

Pod-level limits, capital allocation, risk aggregation and independent sleeve P&L for platforms.

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Investment team
Why switch

From 7 vendors to 1 login in 68 days

Average onboarding: data migration, broker certification, compliance rulebook import and parallel NAV run. Dedicated pod: solution architect + accountant + integration engineer. No hardware, no version lock.

“We decommissioned three systems in quarter one. Month-end close went from 6 days to same-day.” — COO, $3.2B Event Fund

How migration worksPricing
04 — How it works

Live in 4 sprints

WEEK 1-2 • DISCOVER

Design & map

Chart of accounts, strategies, brokers, compliance rules and historical positions imported.

WEEK 3-5 • CONNECT

Integrate & certify

FIX, custodians, market data, general ledger feeds. Parallel reconciliation begins.

WEEK 6-8 • VALIDATE

Parallel run

Shadow NAV vs fund admin, T+0 breaks triage, trader UAT and compliance fire-drills.

WEEK 9+ • LAUNCH

Go-live & scale

Cutover over weekend, hypercare, then add funds and users in minutes.

05 — Loved by operators

Numbers PMs actually quote

“Pre-trade compliance went from 40 seconds to instant. Our PMs finally trust the numbers.”

— Head Trader, Macro $8B

“We run middle office with 2 people for 4 funds. Enfusion does the rest overnight.”

— COO, Long/Short $1.1B

“Investor DDQs used to take weeks. Now we export holdings, risk and ESG in one pack.”

— IR Director, Multi-strat

06 — Pricing

Scale without re-platforming

SaaS per-user + AUM tier. Includes hosting, upgrades, support and data warehouse access.

Emerging

Launch — $2.5k/mo

Up to $250M AUM • 5 users • PMS+OMS • 10 broker links • standard support • onboarding in 30 days.

Start →
Most popular

Growth — $6.8k/mo

Up to $2B AUM • unlimited funds • full front-to-back • compliance engine • managed recs • 24/7 support.

Book demo →
Enterprise

Platform — Custom

Multi-manager, multi-entity • dedicated pod • Snowflake replication • custom risk • SLA 99.99% • global rollout.

Talk to sales →
07 — FAQ

Questions allocators ask

What exactly is Enfusion?

Cloud-native investment management system covering portfolio, order, execution, compliance, risk and accounting on one real-time dataset.

How long does implementation take?

Emerging managers go live in 3-5 weeks. Complex multi-strategy firms in 8-12 weeks including parallel NAV.

Which asset classes are supported?

Equities, ETFs, futures, options, swaps, FX, rates, credit, convertibles, private equity, real assets and digital assets.

Does Enfusion replace fund admin?

No — it makes admin oversight effortless with independent shadow books, break dashboards and NAV packs.

Is my data secure?

SOC 1 & 2 Type II, ISO 27001, encryption at rest/in transit, regional residency and full audit trail.

08 — Insights & News

Latest from the investment cloud

Product releases, market structure notes and operations playbooks. Click any story to read full article.

Iptv2026

Iptv2026

IPTV for Enfusion and Combat Sports Fans: Live Streaming Guide for Portugal Combat sports fans know the f…

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09 — Get started

See your book live in 30 minutes

We’ll load a sample multi-strategy portfolio and run compliance, VaR and NAV live. No deck — real system.

Enfusion team