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Partnering with Family Offices

Adaptable and flexible bedrock

Enfusion’s real-time P&L, single source view of all investments, and multi asset class coverage provide Family Offices with a comprehensive technology foundation. And with our Managed Services team able to remotely manage the lifecycle of the business, Family Offices can focus on adapting to changing market conditions and succession planning.

WHY family offices choose Enfusion

Comprehensive control

An institutional quality system, Enfusion is built on one dataset, boosting transparency across front-to-back office with one real-time view. Our proper dual-entry General Ledger, featuring a full set of financial statements, eliminates your need for a fund administrator. We adhere to globally recognized privacy standards, ensuring you comply with data security demands.

Software

Discover how our integrated front-to-back software supports consistent workflow, reduces manual work and flexes to scale.

Services

Streamline and simplify your operations. Harness our people to power your process.

Analytics

Exploit our Enfusion Visual Analytics to access actionable and meaningful insight from your data.

our strategic partners

Enfusion was built with superb logic

CONFIDENTIAL*  Texas, AUM +$250m

*Our client quotes are 100% true, just like our confidentiality promise to them

Enfusion is utterly material to how our day to day workflow and trades work. An engine that helps us move forward every day

CONFIDENTIAL*  London, AUM +$5b

*Our client quotes are 100% true, just like our confidentiality promise to them

It may sound simple stupid, but if you can’t count all your cash, and know where all you cash is, and what it sits against, accurately and in real time, it’s a disaster

CONFIDENTIAL*  Singapore, AUM +$1b

*Our client quotes are 100% true, just like our confidentiality promise to them

Enfusion is utterly material to how our day to day workflow and trades work. An engine that helps us move forward every day

CONFIDENTIAL*  London, AUM +$200b

*Our client quotes are 100% true, just like our confidentiality promise to them

WHY WORK WITH US

Why family offices choose us

Integrated 

 Connect investment and operational decision making on one integrated, front-to-back office platform.

Regulate costs

Increase ROI with Enfusion’s cloud-based platform that keeps infrastructure costs low and removes the need for a fund administrator.

Customizable  

Our highly customizable software updates weekly and features a multitude of adaptable custom options and views.

Optimize and automate   

Eradicate manual reconciliations, automate compliance and introduce fluent workflow.

Boost resources

 Harness our global Managed Services taskforce and immediately inject middle and back office resource.

Strategic partnership  

 Rely on our client support, financial expertise and innovation agility for a partnership with longevity.

case study

Family Office managing $3b

New York based Family Office managing $3b opportunistic long/short equity portfolio. The firm only manages internal capital and is not open to external investors.

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Resource efficient

See your business at a glance

Our highly regarded General Ledger provides a comprehensive and cost-effective solution to maintaining your complete set of books and records.

Strength In Our Numbers

Constantly growing

+490%

Technology staff

Increase in our technology and developer headcount in the last 3 years

+273%

Customer support staff

Increase in implementation and customer support staff in the last 3 years

+325%

R&D spend

Year over year increased spend on research & development