Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility
02 August 2024 - 2:45PM
Business Wire
New Portfolio Management Features Elevate
Experiences for Asset Managers with Advanced Portfolio
Construction, Rebalancing, and Integration with Third-party
Optimizers
Enfusion, Inc. ("Enfusion") (NYSE: ENFN), a leading provider of
software-as-a-service (SaaS) solutions for investment managers,
announced today the release of the next phase of Portfolio
Workbench, bringing even more powerful portfolio rebalancing and
construction features to users.
Portfolio Workbench enables portfolio managers (PMs) to
seamlessly manage and adjust their portfolios using a single
intuitive user interface. The newest version adds support for
rebalancing across multiple models, integration with portfolio
optimizers, and mobile functionality, giving PMs the ability to
easily manage performance against benchmarks and model portfolios
from a single screen on any device. This update reinforces
Enfusion’s commitment to innovation and user-centric design,
enhancing PMs’ decision-making processes to achieve better
performance.
New Enhancements & Use Cases
Portfolio Workbench introduces highly-requested features for
both alternative and traditional investment managers. The
functionality of this platform simplifies portfolio management and
supports a multitude of workflows and will support a broad spectrum
of managers, from traditional asset managers who use model
portfolios or track relative performance, to alternative managers
running strategies across multiple vehicles and accounts.
The new features of Portfolio Workbench include:
- Rebalancing portfolios across multiple models with the push of
a button, using intuitive, parameterized controls.
- Seamlessly integrating with third-party optimizers, enabling
PMs to absorb optimized target/model portfolios via API and other
methods.
- Accessing Portfolio Workbench from any device at any time
through an updated mobile application and web-based UI.
“We’ve been an Enfusion client for five years. Portfolio
Workbench allows for more intuitive rebalancing and simplifies the
portfolio management process. We are excited about the new
enhancements, and the future of the platform," said Matthew
Wieneke, Head of Trading at Kabouter Management.
Optimized Decision-Making & Advanced Functionalities
The new enhancements to Portfolio Workbench mark an additional
milestone in Enfusion’s mission to deliver the asset management
industry’s most innovative, and future proof solutions. The
platform’s advanced rebalancing functionalities allow PMs to handle
multiple models simultaneously, offering a higher level of
flexibility. In addition, Enfusion’s API facilitates the
integration of third-party optimizers for multiple model weights,
allowing easy access to data into Enfusion – enhancing PMs’
workflows and their ability to make informed, data-driven decisions
faster.
“We’ve intentionally streamlined Portfolio Workbench in this
second phase launch because we know that portfolio managers need
simple, intuitive tools to rebalance portfolios and make better
decisions. The positive feedback we have received is further
confirmation that what we’ve built is exactly what our clients have
been looking for. And that’s by design, of course. Making complex
tasks easier for asset managers is one of the most rewarding parts
of enhancing this product,” said Brad LeClair, Head of Product
Management at Enfusion.
"This release is a significant step forward on our journey to
replace legacy technology for larger institutions and address the
full investment process, including enabling front-office users to
make better investment decisions and to collaborate in a more
efficient way with their middle- and back-office teams and the rest
of their organization,” added Neal Pawar, Enfusion’s Chief
Operating Officer. “Our rapid pace of innovation is a key reason
clients select Enfusion to meet their needs for increased
flexibility and efficiency.”
Designed for scale, seamless integration, and effortless
upgrades, the Enfusion platform ensures that these enhancements are
available to all our clients through our weekly releases.
To learn more about Portfolio Workbench, visit
www.enfusion.com/portfolio-workbench
About Enfusion Enfusion’s investment management
software-as-a-service (SaaS) platform removes traditional
information boundaries, uniting front-, middle- and back-office
teams on one cloud-native system. Through its software, analytics,
and middle/back-office managed services, Enfusion creates
enterprise-wide cultures of real-time, data-driven intelligence,
boosting agility, and powering growth. Enfusion partners with over
850 investment managers from 9 global offices spanning four
continents. For more information, please visit
www.enfusion.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20240802791160/en/
Media inquiries: media@enfusion.com
Investor Relations: Bill Wright
investors@enfusion.com
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