We simplify. You lead. Enfusion by CWAN

Stop managing systems. Start managing capital.

Hedge funds and asset managers lose too much time to the infrastructure beneath every investment decision — manual processes, fragmented workflows, and systems that were never built for the complexity of how they invest today. Whether you are building your operating model for the first time or replacing one that has reached its limits, Enfusion gives you one unified platform to run it all, front to back.

Trusted by over 1,000 hedge funds and asset managers — from first build to full re-platform — in 30 countries.

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BUILT FOR

Re-evaluating your current platform? We’ve supported hundreds of migrations — on your timeline.

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“Enfusion’s pre- and post-trade compliance features are essential because we trade extensively in many markets. We can meet reporting threshold requirements in Europe as well as other requirements for jurisdictions in Asia.”

Michelle Lim Partner & COO, AIIM Investment Management

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“The beauty of Enfusion is that it allows us to focus on research and managing money and eliminates a lot of the issues that take away from doing that.”

James Abate Founder, Managing Director & CIO, Centre Asset Management

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“Launching Enfusion has saved us significant costs, which is a firm priority. And the time-saving factor has huge importance for our day-to-day trading activity.”

Alternatives Investment Manager Finance Systems Manager, Caledonia Investments plc

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“Enfusion is the no regrets, obvious choice. It’s reliable, dependable, and easy to get your head around. You get in, turn the key, and the car goes. It’s the default choice for anyone looking to streamline their operations without the headaches.”

Patrick Mang COO, Trium Capital EMEA

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“The market has shifted towards front to back, but Enfusion’s approach gives us full visibility of the trade workflow. Portfolio managers, traders, and back office teams all use the same platform and data set — which is crucial for us and our investors.”

Sparta Capital Management

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“We own 300 positions, average 50 trades a day, and turn around our portfolio 6–10 times a year, so we must be very efficient. Enfusion makes our processes seamless and gives us that efficiency.”

Fei Sun Founder & CEO, Epimelis Capital

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“We need providers that understand credit markets and the nuances of the instruments we trade, especially bank debt. Enfusion is one of the few that has the capabilities and knowledge we required.”

Joseph Salegna CFO, Livello Capital Management

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THE PROBLEM WE SOLVE

Your systems are slowing you down. They shouldn’t be.

Most hedge funds and asset managers are either building their operational foundation for the first time or running on infrastructure that was never designed for the complexity of how they now invest. The result is the same in either case: manual overhead that compounds with scale, decisions made on data that is hard to fully trust, and operational risk that is difficult to see until it surfaces as a problem.

Your operations run on processes that were never designed to scale.

Before Enfusion: “P&L, positions, and reporting built manually. No reliable single source of truth. Everything downstream depends on someone getting it right each morning.”

Enfusion gives every team — PM, trader, back office, and fund admin — a live, unified view of positions, P&L, and cash. One database. No manual assembly. No conflicting versions of the same number. So the morning starts with trusted data, not reconciliation.

Your execution workflow has gaps — between systems, between teams, and between decision and record.

Before Enfusion: “No centralized order system. Different instruments executed in different ways. Nothing properly connected end to end.”

Enfusion connects the full execution workflow in one system — from portfolio decision to settled trade, with pre-trade compliance checks running inline at the point of order. Every trade is captured, checked, and fully auditable. No disconnected tools. No manual handoffs between systems. No compliance breaks discovered after the fact.

You are building — or rebuilding — your operational foundation. It needs to be right from the start.

Before Enfusion: “We needed a platform that could support us from launch and grow as we do. We couldn’t afford to re-platform 18 months in.”

Enfusion is built to be the last platform you implement. It supports the full breadth of how institutional managers invest — from launch through multi-strategy complexity — with the same architecture, the same data model, and the same quality of support throughout. When your allocators ask for your operating model, it is already there.

Your reporting is always behind — and catching up should not require a manual process.

Before Enfusion: “No real-time dashboards. Reporting is assembled outside the system, manually. No portfolio-wide visibility without someone building the view.”

Enfusion’s reporting runs on live data. Any look-back period, any fund, any exposure view — available without a manual build. Your PM has the morning picture before the market opens. Your allocators have the reporting they need without a back-office production run. Real-time, configurable, and always in sync with actual positions.

Sound familiar? Let’s walk through how this works for your setup — whether you are building from scratch or ready to move on from what you have.

We’ll map Enfusion to your workflows — not the other way around.

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PLATFORM CAPABILITIES

Everything your fund needs. Nothing it doesn’t.

Each capability is designed around a problem hedge funds and asset managers face every day — not around how we built it. They all run on the same data, so your front, middle, and back office always work from the same truth.

PORTFOLIO MANAGEMENT

Stop waiting on overnight data to make today’s decisions.

Real-time PMS built for complex, multi-asset strategies

Enfusion gives portfolio managers live positions, P&L, and analytics in one view — connected directly to execution, so decisions can be acted on immediately without waiting on reconciliation or manual data pulls.

Real-time positions and P&L synchronized across PM, trader, and back office — everyone sees the same picture
Systematically generate orders from model changes, capital flows, or target exposure adjustments
Access and manage portfolios from mobile or browser, synchronized in real time so distributed teams stay aligned
Full support for long/short equity, global macro, credit, emerging markets, event-driven, and multi-asset strategies

See portfolio management in a demo

“The main value of Enfusion is illuminated when we pitch clients. We say that we are only focused on investing. We couldn’t outsource so much before.”

Jesse Barnes
Co-Founder & CEO, AJO Vista

Order & Execution Management

From investment idea to executed order — without the manual handoffs.

Native OEMS connected directly to the PMS, 300+ liquidity venues

Enfusion’s OEMS is natively connected to the PMS — there is no handoff. Orders flow directly from portfolio decisions to execution, with full compliance checks running inline. Your traders execute, not reconcile.

Orders flow from PM model directly to the market — no manual re-entry, no latency, no missed fills
Execute equities, fixed income, options, futures, FX, swaps, and more from one interface
Direct connectivity to 300+ liquidity sources via FIX, with automated prime broker and custodian delivery
Full confirmation, affirmation, and break resolution — close every day clean without chasing exceptions

See the execution workflow in a demo

“The market has shifted towards front to back, but Enfusion’s approach gives us full visibility of the trade workflow. Portfolio managers, traders, and back office teams all use the same platform and data set.”

Sparta Capital Management

Pre- & Post-Trade Compliance

Catch violations at order creation — not in tomorrow’s exception report.

Compliance embedded in execution workflows, not bolted on after

Enfusion embeds compliance checks inline with order creation. Before any order reaches the market, it’s already been validated against your firm rules, regulatory requirements, and client mandates — automatically.

Pre-trade checks run at the moment of order creation — violations are blocked, not discovered after settlement
Full library of firm, client, and regulatory rules with custom rule creation for your specific mandates
Configurable severity levels — warning, note, or hard block — matched to your trading workflow and fund mandates
Multi-jurisdictional support: trade across US, EMEA, and APAC markets with region-specific reporting thresholds

See compliance workflows in a demo

“Enfusion’s pre- and post-trade compliance features are essential because we trade extensively in many markets. We can meet reporting threshold requirements in Europe as well as other requirements for jurisdictions in Asia.”

Michelle Lim
Partner & COO, AIIM Investment Management Hong Kong

Data Management

One version of the truth — for every team, every time.

IBOR, ABOR, and security master unified on a single database

Enfusion runs IBOR and ABOR on the same single database. There is no reconciliation gap because there is no gap — every team accesses the same live data. Your PM and your fund accountant are looking at the same number.

4M+ instrument security master, fully maintained by Enfusion — including corporate actions, pricing, and analytics
Automated daily reconciliations, settlements, corporate actions, financing, and cash — handled without manual intervention
Pricing arbitration engine supports multiple price sources simultaneously for front and back office views
IBOR and ABOR from the same source — eliminating the reconciliation gap that costs operations teams hours daily

See data management in a demo

“Having all our information across our different counterparties across the entire portfolio in one place is super helpful for everyone from the back office to our trader to our CIO.”

Michelle Lim
Partner & COO, AIIM Investment Management Hong Kong

Risk & Analytics

Risk on live positions — not on last night’s export.

Native real-time analytics without exporting data to a separate system

Enfusion’s analytics run natively on live positions — no export, no delay. Your risk team has current Greeks, DV01, and exposure analysis at the same moment your traders do, powered by the same real-time data.

Real-time and historical Greeks, DV01, implied volatilities, yields, and credit spread calculations — on live positions
What-if scenario modeling: model P&L and exposure across yield curves, credit spreads, and spot rates before trading
Third-party multi-factor model integration for scenario generation and optimal hedge derivation
Analytics at both instrument and position level — risk team and PM always work from the same data

See risk analytics in a demo

Greeks & DV01 → Real-time

Stress & scenario testing → Pre-trade what-if

Multi-factor models → 3rd party + native

Data source → Same DB as PM & trading

CLIENT OUTCOMES

What hedge funds and asset managers actually see.

Enfusion works because it resolves the problems that actually slow funds down — fragmented operations, limited visibility, infrastructure that does not scale, and platforms that cost more than they return in value. Here is what clients report after moving to a single, unified system.

1,000+

Hedge funds & asset managers globally

90%

Automation rate achieved for clients

65%

Reduction in total platform costs* (vs. prior infrastructure)

30+

Countries served globally

“The main value of Enfusion is illuminated when we pitch clients. We say that we are only focused on investing. We couldn’t outsource so much before. It wasn’t possible to run such a lean organization, but we can now because of our partnership.”

Jesse Barnes
Co-Founder & CEO, AJO Vista

Read post

“Enfusion’s pre- and post-trade compliance features are essential because we trade extensively in many markets. We can meet reporting threshold requirements in Europe as well as other requirements for jurisdictions in Asia.”

Michelle Lim
Partner & COO, AIIM Investment Management, Hong Kong

Read post

“The market has shifted towards front to back, but Enfusion’s approach gives us full visibility of the trade workflow. Portfolio managers, traders, and back office teams all use the same platform and data set — which is crucial for us and our investors.”

Sparta Capital Management

Read post

CASE STUDIES

See the results in detail.

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$25B global asset manager reduces TCO by 65% while empowering growth

Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.

Client Story

China-focused Epimelis Capital gains a scalable, efficient system with Enfusion

Learn why Epimelis chose Enfusion as their partner, with local expertise and a platform that provides support for trading Chinese instruments and event-driven strategies.

Client Story

Enfusion’s flexible technology unlocks efficiency for credit manager Livello

Learn how Livello improved their operational efficiencies by choosing a system with an integrated general ledger for shadow accounting and a provider that understands credit markets and instruments.

Client Story

TALK TO AN EXPERT

See how Enfusion solves your specific problem.

Tell us where your operation is today. Whether you are building your front-to-back infrastructure for the first time, working around a system that has reached its limits, or re-evaluating what your current platform is costing you in time, money, and risk — we will show you exactly how Enfusion addresses it. Using your workflows. Not a generic product tour.

Talk to an Expert
Request a Demo

No commitment or contract required
Anchored in your use cases, not a generic product tour
Typically 30–45 minutes
Walk away with answers, not a follow-up pitch