As SaaS businesses evolve, clients increasingly expect white-glove support and rapid development of new features. Unlike software providers who keep clients at arm's length, explains Oleg Movchan, Enfusion combines a light and nimble product architecture with a close and trusted relationship with the client. "Clients actually want to feel that connectivity with the team behind the platform," says Movchan, "We have to continue to become closer with the client and provide that high touch service and deeper understanding of the client's business." For more of Oleg's insights, check out episode 10 of Beyond Alpha on Apple Podcasts, YouTube, or Spotify. #ClientService #SaaS #BeyondAlpha
Enfusion
Financial Services
Chicago, IL 153,053 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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🎙️New podcast episode🎙️ Episode 19 of Beyond Alpha is here! In this episode, we chat with Enfusion's Andrew Gordner, CFA, and Martin Miner about the diverse career paths in the investment management world. Topics include: ➡️ Navigating career transitions ➡️ Developing technical and soft skills ➡️ Continuous on-the-job learning Andrew and Martin share their career journeys, including key turning points and essential skills that have driven their success. Learn from Martin's three-decade journey building ops teams for buy-side firms and Andrew's rise from recent college grad to Head of Client Services, Americas at Enfusion. Don't miss their insights and practical advice on how to advance in your career. Apple: https://lnkd.in/e--jD8NS Spotify: https://lnkd.in/e4t3VYK6 YouTube: https://lnkd.in/eWY5eqbM #CareerDevelopment #InvestmentManagement #Leadership #Podcast
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📢 Part 1 of 2 📢 A once-in-a-generation political shift in South Africa is one of the many factors impacting Africa’s investing space. With an increasing population and continuous growth in commodities, the sub-Saharan region has the potential to gain more relevance on the global financial stage. But market volatility in that region leads to pressing questions about risk management and strategy for the future. With Enfusion’s growth in the region, we invite you to read Part 1 of 2 in our blog series by Joel Burnette, Executive Director of EMEA Sales. Other Highlights - Post-election political landscape - Emerging trends in alternative investments - Strategies to counter fee pressure - Sub-Saharan market landscape Read: https://lnkd.in/e5HyXEGy #InvestmentInsights #SouthAfrica #AlternativeInvestments #ThoughtLeadership #Africa
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Last week, we partnered with OP Investment Management to host the panel “The First Yard: Building Your Hedge Fund to a Billion” in Hong Kong. Enfusion’s Christy Lai moderated a vibrant discussion with leading voices within the APAC region like Alvin Fan, CEO of OPIM, Allen Sing, CIO of Sun Hung Kai Capital Partners, Daniel P.M. Jim, Senior Adviser at Chartwell Family Partners, and Fan Hong, Partner at Prelude Capital. 🔑Key Topics Include 🧑💻Methods for cost-efficient ops and technology 💰Strategies to optimize fundraising capabilities ⚙️Systemize investor relations and ops due diligence 📊Pros and cons of product expansion and fund launches Check out highlights from the event. #APAC #OperationalExcellence #HedgeFunds #AssetManagement #InvestmentManagement #Fundraising #Innovation
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✨Client Spotlight✨ Pantechnicon Advisors needed a collaborative partner to assist in facilitating operational challenges as they explored strategies and opportunities. When it came to trade allocation and reconciliation, they required a platform that would support these issues ✅ Enfusion has been key in their journey, providing a comprehensive front-to-back platform for portfolio management, order management, risk assessment, and general ledger accounting 📊 Their team streamlined efficiencies by intentionally building scalable ops processes tailored to their specific markets. Learn more about how Enfusion empowered Pantechnicon. Link to the full story in the comments. #HedgeFund #Finance #TradeManagement #ClientSpotlight
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Update from our first APAC Client Forum 🌏🤝 Our latest forum was a success, bringing together leading minds from leading investment management firms in the Asia-Pacific region. We focused on best practices for operational excellence. 📊✨ Our expert speakers shared insights on how to navigate platform features such as trade export management and general ledger troubleshooting. 💡🔍 Curious about joining? Don't miss out on the opportunity to create meaningful connections and grow with peers. 🌟 Click here to get started: https://lnkd.in/eMSQvs9D #ClientSuccess #ClientForum #InvestmentManagement
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"Boomerang" employees, or individuals who have left a company and then returned, are a testament to a company's culture, future outlook, and growth opportunities. In this latest Built In article, Ruchi Bansal discusses her boomerang experience and shares what she believes creates an environment that draws people back to an employer. Read the article: https://lnkd.in/e256pRDv #Fintech #BoomerangEmployees #ReturnEmployees #Culture #Opportunities
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New Episode Drop🎙️- Scaling Efficiency with Automation The role of automation in investment operations has significantly evolved due to technological advancements. These innovative tools present new opportunities to: ⚙️Enhance workflows and efficiency with a client-centric approach 😴Eliminate boring, time-consuming tasks 🤝Collaborate more with front, middle, and back offices ✋Hire employees with broad skill sets In episode 18 of Beyond Alpha, Labib Mahfouz interviewed Sara Poldaas, Director of Portfolio Services at Mawer Investment Management, to examine how her organization uses these advances to optimize her team's capabilities. Apple: https://lnkd.in/dRGhUUeW Spotify: https://lnkd.in/dYZcv-9U YouTube: https://lnkd.in/dZEaNjhJ #Operations #Automation #BeyondAlpha #Podcast
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At Enfusion, we take pride in supporting initiatives that positively impact the communities where we live and work. In partnership with Aikya Trust, our Bengaluru office helped build a long-awaited classroom at a government school in the town of Anekal. As part of our regional commitment to corporate social responsibility, our offices in India have supported classroom revitalizations in seven schools, and counting.
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🛎️Latest Client Story 🛎️ Brian Gan, COO of Disciplina Asset Management discussed his team’s growth with Enfusion since becoming a client in 2021. As of this year, Enfusion manages two new funds at the Singapore-based firm, including an SMA. Learn how our open and customizable platform integrates smoothly with Disciplina’s in-house systems for a streamlined end-to-end process. Full Q&A: https://lnkd.in/edhAr8xn #ClientStories #CaseStudy #Operations #SMA #AssetManagers