Enfusion

7.6easy start · #13 of 81
in Portfolio Management Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on iOS, Linux, Mac, Web, Windows.

Enfusion is ranked #13 of 81 in portfolio management software on The Geeks Club, made by Enfusion (Boise, Idaho, USA). It runs on iOS, Linux, macOS, Web, Windows.

Enfusion plans and pricing

All plans

Enfusion by Clearwater Not published Request a Demo · no commitment or contract required cwan.com · 1 Oct 2026

Compared on portfolio management software

Asset coverage: both
Performance reporting: Yes
Investor reporting: Yes
Multi-currency support: Yes

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The record

Product scope: Enfusion is a front-to-back investment management platform for hedge funds and asset managers.
Target strategies: The platform supports long/short equity, global macro, multi-strategy, event-driven, credit, emerging markets, and multi-asset strategies.
Portfolio management: Enfusion provides real-time positions, P&L, analytics, factor exposure, and order generation from model changes or target exposure adjustments.
Order execution: Its native OEMS supports equities, fixed income, options, futures, FX, swaps, and other instruments.
Connectivity: Enfusion connects to more than 300 liquidity sources via FIX and supports automated prime broker and custodian delivery.
Compliance: Pre-trade checks run during order creation, with firm, client, and regulatory rules, custom rule creation, and warning, note, or hard-block severity levels.
Data management: IBOR and ABOR run on one database with a 4M-plus instrument security master maintained by Enfusion.
Risk analytics: Risk features include what-if scenario modeling, live factor exposure, Greeks, DV01, implied volatility, yields, credit spreads, and post-trade factor attribution.
Reported scale: Clearwater says Enfusion serves more than 1,000 hedge funds and asset managers in more than 30 countries.
Security controls: Enfusion's terms require annual risk assessments, logical and physical access controls, documented incident response, and breach notification where feasible within 72 hours.
Support: Customers receive secure, user-permissioned access and dedicated account-manager support, with help available by phone and email.
Supported downloads: The support page provides downloads for Windows, Mac, Linux, and iOS, plus browser access to the web app.
Contract limitation: Enfusion's terms state that it is not a broker-dealer or investment adviser and does not provide accounting, tax, financial, investment, or legal advice.
Purpose: Enfusion is a front-to-back investment management platform for hedge funds and asset managers.

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#13 of 81
Best Investment Accounting Software in 2026#1 of 30

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Sources

cwan.com/products/enfusion· checked 30 Sept 2026
cwan.com/enfusion-general-terms-and-conditions/· checked 30 Sept 2026
cwan.com/support/enfusion/· checked 30 Sept 2026
cwan.com/products/enfusion/· checked 1 Oct 2026
cwan.com/resources/blog/webinar-recap-reducing-r· checked 1 Oct 2026