Enfusion
Ranked in Portfolio Management Software ·No free plan on record
About
Enfusion is a front-to-back investment management platform for hedge funds and asset managers. It supports long/short equity, global macro, multi-strategy, event-driven, credit, emerging-markets, and multi-asset strategies. Portfolio functions include real-time positions, P&L, analytics, factor exposure, and order generation from model changes or target exposure adjustments. Its native order and execution system covers equities, fixed income, options, futures, FX, swaps, and other instruments, with FIX connections to more than 300 liquidity sources. Pre-trade checks apply firm, client, and regulatory rules and can issue warnings, notes, or hard blocks. IBOR and ABOR run on one database with an instrument security master maintained by Enfusion. Risk tools include scenario modeling, factor exposure, Greeks, DV01, implied volatility, yields, credit spreads, and post-trade factor attribution. Access is available through web, iOS, Windows, Mac, and Linux. Pricing is on request. Enfusion's terms say it is not a broker-dealer or investment adviser and does not provide accounting, tax, financial, investment, or legal advice.
Who it is for
It suits hedge funds and asset managers whose workflows span portfolio management, order execution, compliance, and risk analytics. Supported strategies include multi-asset and credit as well as equity-focused approaches.
What is good
- FIX connectivity reaches more than 300 liquidity sources.
- Pre-trade checks support custom rules and hard blocks.
- IBOR and ABOR share one database.
- Risk tools include Greeks, DV01, and scenario modeling.
What to know first
- Pricing is available on request.
- Clients provide the hardware, software, internet access, and related equipment.
- It does not provide investment or legal advice.
Verdict
Enfusion brings portfolio, execution, compliance, and risk functions into one investment-management platform. Teams should account for its request-based pricing and the access equipment they must provide.
Compared on portfolio management software
Facts
- Product scope
- Enfusion is a front-to-back investment management platform for hedge funds and asset managers.cwan.com · 30 Sept 2026
- Target strategies
- The platform supports long/short equity, global macro, multi-strategy, event-driven, credit, emerging markets, and multi-asset strategies.cwan.com · 30 Sept 2026
- Portfolio management
- Enfusion provides real-time positions, P&L, analytics, factor exposure, and order generation from model changes or target exposure adjustments.cwan.com · 30 Sept 2026
- Order execution
- Its native OEMS supports equities, fixed income, options, futures, FX, swaps, and other instruments.cwan.com · 30 Sept 2026
- Connectivity
- Enfusion connects to more than 300 liquidity sources via FIX and supports automated prime broker and custodian delivery.cwan.com · 30 Sept 2026
- Compliance
- Pre-trade checks run during order creation, with firm, client, and regulatory rules, custom rule creation, and warning, note, or hard-block severity levels.cwan.com · 30 Sept 2026
- Data management
- IBOR and ABOR run on one database with a 4M-plus instrument security master maintained by Enfusion.cwan.com · 30 Sept 2026
- Risk analytics
- Risk features include what-if scenario modeling, live factor exposure, Greeks, DV01, implied volatility, yields, credit spreads, and post-trade factor attribution.cwan.com · 30 Sept 2026
- Reported scale
- Clearwater says Enfusion serves more than 1,000 hedge funds and asset managers in more than 30 countries.cwan.com · 30 Sept 2026
- Security controls
- Enfusion's terms require annual risk assessments, logical and physical access controls, documented incident response, and breach notification where feasible within 72 hours.cwan.com · 30 Sept 2026
- Support
- Customers receive secure, user-permissioned access and dedicated account-manager support, with help available by phone and email.cwan.com · 30 Sept 2026
- Supported downloads
- The support page provides downloads for Windows, Mac, Linux, and iOS, plus browser access to the web app.cwan.com · 30 Sept 2026
- Contract limitation
- Enfusion's terms state that it is not a broker-dealer or investment adviser and does not provide accounting, tax, financial, investment, or legal advice.cwan.com · 30 Sept 2026
- Purpose
- Enfusion is a front-to-back investment management platform for hedge funds and asset managers.cwan.com · 1 Oct 2026
- Customer base
- Clearwater says Enfusion is trusted by over 1,000 hedge funds and asset managers in 30 countries.cwan.com · 1 Oct 2026
- Liquidity connectivity
- Enfusion connects via FIX to more than 300 liquidity sources and supports automated prime broker and custodian delivery.cwan.com · 1 Oct 2026
- Risk integrations
- Users can plug in proprietary factor models or third-party models such as Axioma, alongside Clearwater's GR8 model.cwan.com · 1 Oct 2026
- Supported systems
- The support page lists web access plus downloads for Windows, Mac, Linux and iOS.cwan.com · 1 Oct 2026
- Access requirements
- Clients are responsible for providing hardware, software, internet access with sufficient bandwidth and related equipment needed to access Enfusion.cwan.com · 1 Oct 2026
- Managed services
- Enfusion's managed-services model uses the same cloud-native platform as clients and a team of more than 200 operations professionals.cwan.com · 1 Oct 2026
Company
- Headquarters
- Boise, Idaho, USAcwan.com · 28 Sept 2026
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Where it ranks on Inferse
Sources
- cwan.com/products/enfusion· checked 30 Sept 2026
- cwan.com/enfusion-general-terms-and-conditions/· checked 30 Sept 2026
- cwan.com/support/enfusion/· checked 30 Sept 2026
- cwan.com/products/enfusion/· checked 1 Oct 2026
- cwan.com/resources/blog/webinar-recap-reducing-r· checked 1 Oct 2026