| Market Capitalization (Millions $) |
1,415 |
| Shares
Outstanding (Millions) |
130 |
| Employees |
1,102 |
| Revenues (TTM) (Millions $) |
201 |
| Net Income (TTM) (Millions $) |
4 |
| Cash Flow (TTM) (Millions $) |
19 |
| Capital Exp. (TTM) (Millions $) |
4 |
Business Description
Enfusion is a software-as-a-service (SaaS) provider focused on transforming the investment management industry. Our solutions products and services are designed to remove technological and information barriers, allowing investment managers to confidently make and execute better-informed investment decisions in real time. By unifying mission-critical systems and coalescing data into a single dataset, we simplify investment and operational workflows, resulting in a single source of truth. This enables stakeholders across the client organization to interact with one another more effectively throughout the investment management lifecycle.
We believe, by means of our purposefully-designed, interconnected systems underpinned by one dataset, we are the only solution that allows clients to see and interact with all parts of the investment management lifecycle, ranging from portfolio construction, trading, risk management, accounting and operations through to investor reporting, seamlessly in real time, in one screen, in one solution. As a result, our solution enables clients to better align teams, optimizing their investment decision-making, operations and technology footprint and lowering operating costs. By harnessing the efficiencies, agility and scale inherent to our cloud-native, multi-tenant software that is integrated with a suite of technology-powered, managed services, we believe we have created the industry's most compelling investment management solution, capable of shaping and addressing the evolving demands of the global investment management landscape.
Our cloud-native, purpose-built, end-to-end solution enables our clients to easily access and analyze investment data in real time, perform complex calculations quickly, and interact with markets electronically, resulting in better, more informed investment decisions and actions. Our solution can be tailored to specific work streams, client segments, and asset classes. Rather than requiring large, specialized workforces for local or tenant-by-tenant deployments, changes to our solution are made remotely within a single code base, with no client intervention or interaction. Individual, sponsoring client software enhancements are made available to all clients at the same time. This process, in which our client community continuously contributes to the ever-evolving nature of our solution, increases the value of the solution to all of our clients.
Our solution, comprised of mission critical systems integrated with a suite of technology-powered, managed services, serves the full investment lifecycle, driving better insights into and control over the business activities of the investment manager and investment operations. We recognize that, despite increasing market pressures to the contrary, some clients may not be in a position to replace all of their systems at once. Therefore, we have designed our solution to allow our clients to use some or all of our solution to manage their investment lifecycle workflow and also to augment or integrate into their existing workflows or systems, giving them the flexibility to expand their usage and us the ability to solve their unique needs through time.
Portfolio Management System, or PMS: Able to comprehensively construct and re-balance investment portfolios, this system generates a real-time investment book of record, or IBOR, for CIOs and portfolio managers, features a full suite of valuation and risk tools and allows users to analyze aggregated or decomposed portfolio data by any number of customizable dimensions.
Order and Execution Management System, or OEMS: Intertwined with our PMS, this module offers portfolio managers, traders, compliance teams and analysts the ability to electronically communicate trade orders for a variety of asset classes and with a choice of hundreds of executing counterparties globally, manage trade orders and systemically enforce trading regulations and internal guidelines.
Accounting/General Ledger System: Underpinning our PMS and OEMS systems, our accounting system features a proper double-entry ledger that automates the posting of general ledger journal entries for all cash and securities transactions directly from our PMS'providing CFOs, COOs, accountants and operations teams a complete, real-time accounting book of record, or ABOR.
Enfusion Analytics System: Connected in real time with our PMS and OEMS, Enfusion Analytics system enables CIOs, portfolio managers, traders and analysts to utilize the solution's comprehensive client data insights to analyze portfolios through time horizons and automate customized visualized reports for both internal and external stakeholders. This module also acts as a centralized data warehouse that may be accessed or utilized by both individual and systematic users.
Technology-Powered, Managed Services: We offer access to technology-powered, managed services designed to maximize the power of the Enfusion solution. By using expert teams empowered by technology to address time-consuming front-, middle- and back-office administrative tasks related to the investment lifecycle such as performing various fund and position level reconciliations, processing corporate actions, proactive trade break resolutions, and back up accounting against fund administrators, our clients are able to focus on their highest-value business activities and recognize the full benefit of our solution.
Company Address: 125 South Clark Street Chicago 60603 IL
Company Phone Number: 253-9800 Stock Exchange / Ticker: NYSE ENFN
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