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What is Enfusion?

Enfusion stands out as a premier provider of investment technology solutions and services through its native SaaS platform. This innovative approach allows clients to operate seamlessly from a unified data source, spanning both front and back-office functions. By enhancing agility, Enfusion empowers its users with exceptional capabilities. The company serves more than 500 investment managers and hedge fund operators, delivering award-winning software, managed services, and analytics from its eight global offices spread across four continents. With a commitment to excellence, Enfusion continues to set the standard in the investment technology landscape.

What is Clearwater Analytics (CWAN)?

CWAN (Clearwater Analytics) is a comprehensive, AI-enhanced investment management platform built to unify data, workflows, and decision-making across the financial enterprise. Designed for institutional investors, it connects the front, middle, and back offices through a single-instance, multi-tenant cloud architecture—eliminating manual reconciliation and fragmented systems. The platform provides an end-to-end view of portfolios, encompassing execution, order management, accounting, compliance, and performance analytics. With GenAI integration, CWAN empowers firms to automate portfolio monitoring, identify investment opportunities, and align strategies with evolving risk profiles. Its robust data management framework ensures that every asset, transaction, and valuation is accurate, transparent, and instantly accessible. Users can model and manage complex, multi-asset portfolios in real time, gaining actionable insights across geographies and asset classes. The platform also offers built-in support for evolving regulatory standards such as NAIC and Solvency II, ensuring smooth compliance for insurers and asset managers. CWAN’s open architecture and API-driven integrations enable seamless connectivity to external trading, CRM, and analytics tools. With a global client base exceeding 2,400 organizations and more than $10 trillion in assets under management, CWAN stands as a trusted leader in investment operations modernization. Its mission is simple yet transformative—to deliver clarity, scalability, and speed in every decision financial leaders make.

Media

Media

Integrations Supported

Northstar Risk
Teamstack

Integrations Supported

Northstar Risk
Teamstack

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Enfusion

Date Founded

1997

Company Location

United States

Company Website

enfusion.com

Company Facts

Organization Name

Clearwater Analytics (CWAN)

Date Founded

2004

Company Location

United States

Company Website

cwan.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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