Enfusion Unveils Next Phase of Portfolio Workbench, Enhancing Efficiency and Flexibility for Asset Managers

Date – 02-Aug-2024

New Portfolio Management Features Enhance Asset Manager Experiences with Advanced Portfolio Construction, Rebalancing, and Integration with Third-Party Optimizers

Enfusion, a leading provider of SaaS solutions for investment managers, has announced the release of the next phase of Portfolio Workbench, featuring enhanced portfolio rebalancing and construction capabilities.

“Our rapid pace of innovation is a major factor in why clients choose Enfusion to meet their needs for greater flexibility and efficiency.”

Enfusion Unveils Next Phase of Portfolio Workbench, Enhancing Portfolio Management with Advanced Features

Enfusion, a leading provider of SaaS solutions for investment managers, has announced the next phase of Portfolio Workbench, introducing powerful new features for portfolio rebalancing and construction. The updated platform offers an intuitive user interface that allows portfolio managers (PMs) to manage and adjust their portfolios seamlessly.

New Enhancements & Use Cases

The latest version of Portfolio Workbench includes several highly-requested features designed to streamline portfolio management for both alternative and traditional investment managers. These enhancements cater to a wide range of workflows, from traditional asset managers using model portfolios and tracking relative performance to alternative managers overseeing strategies across multiple vehicles and accounts.

Key Features Include:

• Multi-Model Rebalancing: Rebalance portfolios across multiple models with a single click using intuitive, parameterized controls.
• Third-Party Optimizer Integration: Easily integrate with third-party optimizers via API and other methods to absorb optimized target/model portfolios.
• Mobile and Web Access: Manage portfolios from any device, anytime, with the updated mobile application and web-based UI.

Matthew Wieneke, Head of Trading at Kabouter Management, shared, “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.”

Optimized Decision-Making & Advanced Functionalities

These updates represent a significant milestone in Enfusion’s mission to deliver cutting-edge, future-proof solutions for asset management. The platform’s advanced rebalancing capabilities provide greater flexibility for handling multiple models simultaneously. Additionally, Enfusion’s API integration facilitates seamless access to third-party optimizer data, enhancing PMs’ workflows and enabling faster, data-driven decision-making.

Brad LeClair, Head of Product Management at Enfusion, commented, “We’ve streamlined Portfolio Workbench in this second-phase launch to meet the needs of portfolio managers for simple, intuitive tools. The positive feedback confirms that we’ve built exactly what our clients have been seeking. Making complex tasks easier for asset managers is one of the most rewarding aspects of this enhancement.”

Neal Pawar, Enfusion’s Chief Operating Officer, added, “This release marks a significant advancement in our effort to replace legacy technology for larger institutions and address the entire investment process. It enables front-office users to make better investment decisions and collaborate more efficiently with middle- and back-office teams. Our rapid pace of innovation is a key reason clients choose Enfusion for increased flexibility and efficiency.”

The Enfusion platform is designed for scalability, seamless integration, and effortless upgrades, ensuring these new features are accessible to all clients through our weekly releases.