Enfusion comprehensively re-balances several portfolios, increases trading speed from investment idea to order and provides flexible reporting which allows users to aggregate or decompose portfolio data by any number of customized dimensions
4000+ Stock Columns
Limitless
Custom Columns
One
Data Set
Key Features:
Flexible Reporting
Allows users to aggregate or decompose portfolio data by any number of customized dimensions – e.g. geography, sector, strategy, asset type – as each client is unique
Comprehensive Rebalancing
Across several portfolios
Increase Trading Speed
From PM investment idea to an order in the market via what-if analysis, trading directly from portfolio monitors, and rebalancing tools
Benefit
From cash management across all currencies
Rely on
Enfusion’s global Product Consulting team to create custom reports and controls for each unique trading workflow
Real-time
And historical portfolio monitors covering valuations, P&L attribution, exposures, FX, greeks, and cash flows across asset classes
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