Enfusion logo

Enfusion

by Enfusion · Since 2004
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Sold1+ countriesCloud
Quick facts
VendorEnfusion
Year launched2004
StatusSold
LocationClearwater Analytics Global Headquarters 777 W. Main Street, Suite 900, Boise, Idaho 83702, US
Countries served1+
Languages1
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About Enfusion

Enfusion by CWAN is a unified front-to-back investment management platform designed for institutional investors, providing portfolio, order, and execution management, integrated data, accounting, risk, and compliance solutions, all powered by AI to optimize decision-making and operational efficiency globally.

Enfusion is a cloud-native, multi-asset investment management platform that connects front, middle, and back office operations in a seamless, unified system. Designed for asset managers, banks, hedge funds, corporates, insurers, and pension funds, it enables real-time portfolio and order management while ensuring compliance across all asset classes. The platform offers robust integration of investment book of record (IBOR), data management, risk analytics, and accounting systems, providing full transparency into exposures, positions, and cash flows. Enfusion leverages embedded AI to enhance operational efficiency, predictive analytics, and decision-making across global portfolios. Its modern architecture supports alternative assets, multi-asset strategies, and generative AI enhancements, allowing firms to scale operations, reduce reconciliation efforts, and replace outdated legacy systems. Enfusion’s single security master ensures data consistency, improves data quality, and supports automated workflows across trading, compliance, and accounting. With over 2,400 institutional clients and $10 trillion in managed assets, Enfusion is trusted worldwide to deliver high-performance investment operations. Its cloud-based model ensures continuous updates, security, and scalability, making it a next-generation platform for sophisticated investment firms seeking operational clarity, efficiency, and performance optimization.

Pros & Cons

Pros
  • Unified platform reduces manual reconciliation across front, middle, and back office
  • Real-time risk analytics improve decision-making for complex, multi-asset portfolios
  • Cloud-native architecture scales seamlessly with institutional growth and global operations
  • AI-enhanced insights optimize investment strategies and operational efficiency globally
Cons
  • Implementation complexity may require significant onboarding and staff training resources
  • Designed for institutional investors, not suitable for retail investors or small firms
  • Customization may require ongoing technical support for specific workflows and strategies

Features

Key features

Automated portfolio management

Connects front, middle, back office for seamless workflows

Real-time risk analytics

Monitors exposures, cash, and multi-asset portfolio risk instantly

Compliance monitoring

Tracks pre- and post-trade compliance across all asset classes

Investment book of record (IBOR)

Provides accurate positions, trades, and cash management

Data management

Ensures high-quality, reconciled, network-driven investment data globally

Additional features

Front-to-back integration

Unifies operations for order, portfolio, and execution management

Multi-asset support

Handles equities, fixed income, derivatives, alternatives, and crypto

Regulatory compliance

Automates reporting and compliance with global regulations

Cloud-native architecture

Offers scalable, secure, and continuously updated platform

Real-time performance monitoring

Tracks portfolio performance, metrics, and analytics

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

🇺🇸USD

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