Solution introduction

Increase operational efficiency

Enfusion Managed Services keeps your middle and back office lean and informed, turning your fund’s focus to front office revenue generation and growth. We enable investment firms to scale quickly, unlock resources and gain valuable business insight

Technology, data, and industry best practices
Our global services team harnesses our constantly evolving technology, data, and industry best practices to provide meaningful insights to transform your business. They quickly master your portfolio, address time-consuming tasks, automate processes, and anticipate reporting needs. Our experts maximize the power of the Enfusion platform and your data to provide critical insights allowing you to focus on business growth.

What’s more, our dynamic web-based services portal ensures timely, secure communications and on-demand accessibility of data, reports and our value-added insights.

Middle office

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

Back office

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

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