Enfusion by CWAN: Investment Management Platform
Enfusion helps institutional investors manage the investment lifecycle. It is designed for firms that need to coordinate front-to-back operations and regulatory compliance.
At a glance
- Category
- Finance & Accounting
- Best for
- Asset Managers, Hedge Funds, Corporate Treasuries, Insurance Companies, Pensions and Endowments
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Front-to-Back Operational Coordination, Institutional Risk Oversight, Statutory Regulatory Filing, Treasury Portfolio Management
- Official website
- enfusion.com
Enfusion is a cloud-native investment management platform designed for institutional investors. It connects front-, middle-, and back-office functions into a single system, supporting various asset classes across public and private markets.
The platform is designed for professional users, including asset managers, hedge funds, and corporate treasuries. It provides a unified data plane to help teams maintain a single security master and an investment book of record (IBOR).
Beyond portfolio tracking, the platform includes tools for risk monitoring and automated accounting. It supports specific regulatory requirements, such as NAIC and Solvency II, which may help reduce the manual effort involved in statutory filings.
Buyers should confirm their specific regulatory needs and data complexity, as the platform is built for institutional operations.
Key Features
Tools for portfolio oversight and order execution across various markets.
Provides visibility into exposures, cash flow, and risk across multi-asset classes in real time.
Centralizes security master data to help maintain consistency across portfolios and reporting.
Includes pre-built schedules and controls for NAIC and Solvency II reporting.
Cloud-native engine designed to reconcile IBOR and ABOR data.
AI tools designed to automate tasks and provide insights across investment workflows.
Use Cases
Connecting trading, risk, and accounting teams through a single data model.
Monitoring multi-asset risk and performance in real time to support decision-making.
Supporting the preparation of insurance regulatory reports for NAIC and Solvency II.
Helping corporate treasuries maintain a view of diverse holdings and liquidity.
Best For
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
It is a cloud-native, front-to-back investment management platform that provides tools for execution, portfolio management, accounting, and risk monitoring.
It is designed for institutional investors, including asset managers, hedge funds, insurance companies, corporate treasuries, and public sector entities.
Yes, the platform is designed to support regulatory compliance and reporting, specifically mentioning NAIC and Solvency II frameworks.
It uses a single security master and a unified data plane to help maintain consistency across portfolios and reports.
Source category: Finance & Accounting
Source subcategory: Financial Planning
