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Enfusion Overview

Enfusion is a comprehensive Investment Management Software that supports financial firms in managing portfolios, risk, and compliance. Designed for hedge funds, asset managers, and family offices, Enfusion provides real-time insights into portfolio performance, trade execution, and risk assessment, allowing investment professionals to make informed decisions. The platform offers an integrated suite of tools for trade order management, compliance monitoring, and financial reporting, streamlining daily operations and enhancing transparency. With Enfusion, asset managers can optimize their workflows, reduce operational costs, and ensure regulatory compliance with ease. Its cloud-based architecture enables easy access and scalability, making it adaptable to firms of various sizes. Enfusion is ideal for organizations seeking a reliable, efficient, and scalable solution for end-to-end investment management.

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Contact Details

  • Vendor Name Enfusion
  • Founded
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, French, Chinese (Simplified), Chinese (Traditional)

Industries

Financial Services, Investment Management

Enfusion Features

  • Risk Assessment
  • Document Management
  • Investor Reporting
  • Portfolio Analysis
  • Compliance Management
  • Performance Metrics
  • Monitoring
  • Contact Management
  • Profit/Loss Statement
  • Accounting
  • Alerts/Notifications
  • Financial Analysis
  • Visual Analytics
  • For Investors & Traders
  • For Investment Advisors
  • Risk Management
  • Modeling & Simulation
  • Portfolio Management
  • Performance Metrics
  • Compliance Tracking
  • Bonds/Stocks
  • Mobile Access
  • Commodity Futures
  • Portfolio Rebalancing
  • Fund Management
  • Client Portal
  • Benchmarking
  • Client Management
  • Client Management
  • Wash Sale Detection
  • Risk Management
  • For Traders
  • Financial Analysis
  • Portfolio Accounting
  • Portfolio Management
  • Tax Management
  • Stock Management
  • Portfolio Rebalancing
  • For Investment Advisors
  • Alerts/Notifications

Enfusion Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Enfusion FAQs

  • No, Enfusion does not offer a free version.

  • Yes, Enfusion offers a free trial.

  • No, Credit Card details are not required for the Enfusion trial.

  • No, Enfusion does not offer an API.

  • Enfusion offers support with the following options:
    • 24x7 Support , Chat

  • Enfusion offers training with the following options:
    • In-person , Live Online , Webinar

  • Enfusion supports the following languages:
    • English , French , Chinese (Simplified) , Chinese (Traditional)

  • Following are the typical users of the Enfusion:
    • Self-Employed , Small-Business , Midsize-Business

  • Enfusion supports the following deployment:
    • Cloud Hosted

  • Enfusion supports the following devices and operating systems:
    • Web-Based