By storing, mining and analyzing data across the entire investment lifecycle, we give you the interactive, visual analysis to untangle issues and quickly get insights to move your business forward. We enable funds to ask deeper questions and deliver more meaningful answers from their investment portfolio.

Key features

Data warehouse
Secure data storage. Our cloud-hosted warehouse stores your Enfusion data. Any changes made to data in the month prior are reconciled.

Data rich reporting
You can automate and schedule data rich reports. We automate and schedule data rich reports, removing manual processes from your workflow and providing time sensitive information without delay.

Visual analytics and insight
See your portfolio performance. We provide access to interactive, high-impact visual portfolio analytics and time series performance reporting, ideal for marketing materials.

Client customization
Automate custom reports. Clients can fully customize reports, from applying firm branding to user-defined tools for grouping, filtering, slicing, and dicing data. It’s your portfolio story told visually.

Open platform
Integrate with ease. We allow for integration to third party data solutions, in addition to internal and client facing portals.