Enfusion - 2026 Pricing, Features, Reviews & Alternatives

Enfusion's investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system.

The end-to-end functionality of Enfusion:

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, our Enfusion Analytics system enables CIOs, portfolio managers, traders and analysts the ability to utilize the solution’s comprehensive client data insights to analyze portfolios.