Asset managers often work with limited time, resources, and personnel, making it challenging to address regulatory, operational, and technological changes. Berlin Luk, Head of Technology and Innovation at Kadensa Capital, thinks no one can survive in this environment alone. “I firmly believe in the importance of overcoming these challenges in a community setting rather than isolating oneself.” Through years of participating in the Enfusion Client Forum, Berlin forged meaningful connections and learned from the collective experiences of industry peers. #ClientForum #Community
Enfusion
Financial Services
Chicago, IL 154,897 followers
The flexible, modern framework for investment management operations that gives fund managers the freedom to perform.
About us
At Enfusion, we help investment managers solve their most pressing business challenges by looking at innovation from a fundamentally unique perspective. We give them the power to see clearly—so that they can act confidently. Institutional investment managers. Hedge funds. Family offices. No matter the firm or investment strategy, all asset managers share one thing in common: a single-minded pursuit to generate maximum returns for their investors. And the driving goal behind Enfusion is to harness the power of technology to remove the operational barriers that divert asset managers’ energy away from this fundamental task. Enfusion’s platform uses one golden source of truth to unify the front, middle, and back offices: from portfolio management and accounting all the way through to order management, execution management, and analytics. And we’ve built it specifically to run in the cloud. Why is cloud-native multi-tenant so important? Because it makes things possible at the operational level that other Software-as-a-Service solutions simply can’t. It ensures that portfolio managers can see what the trading desk sees. It makes weekly upgrades possible. It lets clients enter new asset classes effortlessly. But perhaps most importantly of all, it means that we never stop improving. We also help managers expand their team while controlling their headcount. Our middle and back office managed services specialists are trained to leverage our platform’s features to the fullest, helping established asset managers and new funds alike reduce costs and streamline processes across their firm. As a Fintech leader and pioneer in developing innovative solutions, Enfusion partners with 800+ investment managers from nine global offices spanning four continents. In 2021, Enfusion was named Best EMS/OMS Provider by the Fund Intelligence Operations and Services Awards and Best Institutional Investment Solution at the FinTech Breakthrough Awards.
- Website
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http://www.enfusion.com
External link for Enfusion
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Chicago, IL
- Type
- Public Company
- Founded
- 1997
- Specialties
- Financial Reporting, Automated Reconciliation, Risk Management, General Ledger Accounting, Compliance Monitoring, Security Master, Order Management System, Real-Time Pricing, SaaS: Software as a Service, Fund Services, and Portfolio Management
Locations
Employees at Enfusion
Updates
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Our New York team celebrated one year in our Rockefeller Center office. Cheers! 🥂🎊 #OneEnfusion
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Listen to this fascinating podcast featuring our COO. In addition to talking about Enfusion, he also discusses how firms can address industry trends involving blockchain, AI, and data management.
On Investment Management Operations, Neal Pawar shares the benefits of Enfusion's product.
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Enfusion reposted this
On Investment Management Operations, Neal Pawar shares the benefits of Enfusion's product.
Enfusion - Capital Allocators with Ted Seides
https://www.capitalallocators.com
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Enfusion COO Neal Pawar spoke with Scott MacDonald on the Investment Management Operations podcast, part of the Capital Allocators network. Neal explains the importance of a unified investment book of record, as well as Enfusion's ability to grow alongside firms adapting to market changes. He also sheds light on how firms can prepare for emerging trends around AI, blockchain, and data management. "I think one of our big selling points is that we are multi-asset class. We've had clients who may have started as a long-short equity shop and then grew into some fixed-income strategies. They don't have to go out and find a new system. They can just expand with us." Listen: https://lnkd.in/evqH_pJj #InvestmentOperations #Podcast #CapitalAllocators
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New Beyond Alpha Episode Alert 🎙️ The asset management industry is going through a profound transformation, with investors demanding more value, transparency, and customization. In Episode 21, Labib Mahfouz spoke with Ross Tremblay, CFA, Managing Director at Accenture, about navigating the dramatic shifts in asset management. Hear them discuss: 📊 The rise in alternative investments 🔃 The new dynamics between active and passive management ⚙️ Leveraging tech for better operational models And so much more... Learn what these changes in the industry mean for 2025 and beyond. Listen now! Spotify: https://lnkd.in/dyjRwNxc YouTube: https://lnkd.in/dQZvHXXv Apple Podcasts: https://lnkd.in/dzzRhqde #AssetManagement #Podcast #BeyondAlpha
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Still haven’t registered? 📆 Learn how asset managers apply tech to capitalize on growth opportunities amid change and uncertainty. Join Enfusion Chief Product Officer Chris Sturhahn, CFA, and Jonathan B. Chandler, Research Director at Cutter Associates, for a talk about applying investment technology to adapt to market shifts. 🔗Register now: https://lnkd.in/e8D_WJdr #Tech #AssetManagement #FiresideChat
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In Case You Missed It – Tech as a Driver of Strategy Challenges most asset managers deal with on a regular basis include: Growing investor demands 📣 Fee pressures 💲 Regulatory shifts 🏛️ Our latest blog by Dan Groman, Enfusion CTO, addresses the various factors pushing asset managers to adopt scalable and nimbler tech. Because SaaS is no longer an up-and-coming option, but a proven solution to optimize business practices, it can help firms adapt to a market environment with evolving products and services. Learn how SaaS can cut down on total cost of ownership. 🔗Link in the comments. #SaaS #AssetManagement #Operations #Tech
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How the Enfusion Client Forum Helped AIIM Investment Management Michelle Lim, COO and Partner at AIIM Investment Management, accessed the broader Enfusion community to address the challenges during the US T+1 transition. Beyond product training and networking opportunities, the Enfusion Client Forum creates a sales-free zone where members can discuss their issues through open dialogue to collectively enhance strategies and drive alpha. Learn more about how the Enfusion Client Forum empowers our partners in their business, trading, and operational endeavors. 🔗 Learn more: https://lnkd.in/eMSQvs9D
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As part of our corporate social responsibility initiative, teams from Enfusion's Bangalore office showed off their artistic talent by painting a mural for a local primary school. 🎨 #TeamBuilding #OneEnfusion #GivingBack