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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 works

Armed 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.

Our services

    Middle office

  • Trade processing
  • Reconciliation
  • Position lifecycle management
  • Stock borrow & swap financing maintenance

    Back Office

  • Shadow accounting
  • Trial balance reconciliation
  • Non-trading accruals and payments
  • Tax lot management

brochure

Services

Leverage our Managed Services team to reduce your adminitrative burdens and increase operational efficiencies.

Leverage our Managed Services team to reduce your adminitrative burdens and increase operational efficiencies.

Managed Services

Why use us

Map Your
Route

Make swift decisions based on our software’s integrated single source of data.

Scale With
Ease

Launch funds in pace with the market and investor demands.

Power
Workflow

Supercharge your communications and reporting with a simplified operating model.

Boost
Productivity

Offload your time drains and unleash your potential.

Managed
Resource

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.

Methodical on-boarding

We spend time understanding your organization, trading strategy and middle and back office requirements.

Watertight Controls

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.

UNLOCK POTENTIAL

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

MEET SOME OF OUR TEAM

Enfusions team of ‘Operational Ninjas’

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

94%

Client satisfaction

Independent studies by Aite show Enfusion as the clear leader for client service amongst our peers.

+280%

Managed services staff

We invest heavily in building highly skilled services teams.

+8

Global locations

We operate from 8 strategically situated global offices