Hedge funds and asset managers use Enfusion to track positions and cost basis, assess risk, and trade securities in one place with no handoffs.
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Enfusion lets you trade securities and pull positions back into the system. Related operations, fees, and commissions are all handled in the same system.
Establish an institutional operating foundation from day one.
Establish an institutional operating foundation from day one.
Support cash, Treasuries, or other internally managed sleeves.
Security, position, and order data is carried from portfolio analysis through execution and downstream operations. Each action updates the next team’s work instead of creating another handoff.
Work with specialists across trade operations, trade matching, NAV accounting support, regulatory support, post-trade reconciliation, and complex assets.
AIIM Investment Management has partnered with Enfusion to increase their global trading efficiency.
Trium selected Enfusion to streamline their portfolio management and reduce costs to support their rapid growth and operational complexity. Enfusion has driven significant efficiency gains, scalability, and strategic advantages for Trium in a competitive market.
With Enfusion in place, Caledonia’s internal team now produces a comprehensive monthly Management Information pack by the third business day of each month. The solution integrates with key external data sources such as Bloomberg and LP Analyst, helping Caledonia bring together a more complete and consistent investment view.
Yes. Enfusion by Clearwater is part of Clearwater Analytics and serves as an easy-to-use, front-to-back solution for hedge funds and other firms that directly manage assets.
Enfusion supports long/short equity, global macro, credit, emerging-market, event-driven, and multi-asset strategies. Trading coverage includes equities, fixed income, options, futures, FX, swaps, bank debt, and other instruments used by hedge funds and asset managers.
Enfusion provides FIX connectivity to 300+ liquidity sources and supports automated delivery to prime brokers and custodians. Traders can route equities, fixed income, options, futures, FX, and swaps from the same environment used for portfolio management and compliance
No. Enfusion AI can help users analyze portfolio and trading data, simulate compliance, and stage orders, but a person must review and approve an order before execution. We maintain this human approval step to protect your firm from unintended or unauthorized trading activity and keep execution decisions under your team’s control.
Enfusion includes integrated general-ledger and ABOR capabilities used for daily P&L, cost basis, shadow accounting, NAV support, financial reporting, and reconciliation. Trading activity and valuations can flow from the PMS and OEMS into accounting without a separate handoff.
Yes. Our Enfusion specialists can support you with a variety of middle- and back-office operations, including trade matching, post-trade reconciliation, NAV accounting, regulatory compliance checks, and complex asset servicing. Visit Managed Services to learn more.
Book a live demo to see how Enfusion accelerates day-to-day operations using your actual workflows, not a generic product tour.