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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 Elysys Wealth?

Why choose proprietary systems when the latest ERP from Microsoft boasts exceptional features in financial accounting, banking, security, and technology? Elysys leverages the powerful Microsoft Dynamics 365 Business Central platform, offering enhanced capabilities and scalability that particularly shine in specialized treasury management applications. Users can effortlessly create tailored dashboards and reports for a variety of financial or investment data, allowing for detailed exploration of individual transactions. This system not only aggregates financial and non-financial assets across multiple portfolios and asset classes but also supports financial consolidation for groups at different organizational levels. Over the last 15 years, we have launched a comprehensive array of modules covering a wide spectrum of investment forms, ranging from traditional paper investments and money markets to derivatives, structured products, and alternative investments such as private equity, public equities, funds, bonds, options, futures, forwards, and swaps. Our dedication to innovation and excellence empowers our clients with the latest tools and resources to effectively manage their financial operations, ensuring they stay ahead in a dynamic market. Ultimately, the combination of Microsoft’s robust platform and Elysys’s innovative solutions offers unmatched advantages for financial management.

Media

Media

Integrations Supported

Northstar Risk

Integrations Supported

Northstar Risk

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

Elysys

Date Founded

1998

Company Location

Monaco

Company Website

www.elysys.com/elysys-wealth-management-software

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

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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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