The operations secret weapon
Enfusion Managed Services keeps your middle and back office lean and informed, turning your fund’s focus to front office revenue generation. Our highly skilled expert team enables investment firms to scale quickly, unlock resources and gain valuable data insight.
How it worksArmed and disciplined
Our global services team are Enfusion software super users. Our skilled experts deploy best practices to harness our constantly evolving software platform.
They quickly assimilate to your portfolio, attack time consuming tasks, automate processes and anticipate reporting needs. They exploit our software to the max and release you from the heavy lift.
- Trade processing
- Position lifecycle management
- Stock borrow & swap financing maintenance
- Shadow accounting
- Trial balance reconciliation
- Non-trading accruals and payments
- Tax lot management
Managed ServicesWhy use us
Make swift decisions based on our software’s integrated single source of data.
Launch funds in pace with the market and investor demands.
Supercharge your communications and reporting with a simplified operating model.
Offload your time drains and unleash your potential.
Shift resources from middle and back office.
How we work
24 hour follow the sun coverage
Named contacts and experienced teams
Our services team has deep investment management and financial services experience.
Clients are allocated a team pod, with named contacts.
We spend time understanding your organization, trading strategy and middle and back office requirements.
Our high security standards include strict protocols around handling financial information and sensitive data.
Fully transparent working practices
We employ transparent working practices – you can see us in action on your Enfusion software.
Best practice procedures
We understand the mechanics of middle office and back office process and we follow best practice always.
Follow the sun reliability
We provide rock solid reliability with 24/6 coverage, globally. We ensure accuracy at the start of business and market close.
An immediate resource boost
Enfusion Managed Services takes efficiency to effectiveness and process to control.
our employees about enfusion
I have spent the majority of my career working at asset managers in a middle or back office capacity and have extensive experience with reconciliations and post-trade processing. Since I was in a client role for a long time, I can quickly solve a client’s request.
Jennifer Meyer, Vice President, Enfusion Services Team
I engage counterparties to identify and correct reconciliation issues of any size.
our customer about enfusion
You can’t be in a situation where I’m looking at something, and Investors or Fund Administrators or the PM is looking at something and we both think it’s the same and it’s not
COO, Multi Strategy Fund, Toronto, +$10b
Strength In Our Numbers
Measuring client satisfaction
Independent studies by Aite show Enfusion as the clear leader for client service amongst our peers.
Managed services staff
We invest heavily in building highly skilled services teams.
We operate from 8 strategically situated global offices