Enfusion
Enfusion: A broad platform for multi-asset managers that need investment and accounting operations together. Ranked #9 of 30 in Investment Accounting Software by our editors (8.4/10); pricing: Pricing on request; best for multi-asset managers needing integrated operations.
At a glance
- Editor score8.4 / 10
- PricingPricing on request
- Best forMulti-asset managers needing integrated operations
- Asset coverageBoth
- Facts checked21 Sep 2026
Where it wins
- Combines investment and accounting books on one database
- Supports multi-asset strategies with real-time positions, P&L, and analytics
- Connects through FIX to 300+ liquidity sources
Where it doesn't
- Pricing requires a sales conversation
- Its broad institutional scope may exceed single-asset team needs
- Core operations span many workflows, requiring careful fit assessment
Our verdict on Enfusion
Enfusion is a cloud-based investment management platform for hedge funds and asset managers. It brings portfolio management, native order and execution management, pre- and post-trade compliance, risk analytics, reporting, and investment and accounting data into a shared system. Its strongest fit is with institutional firms managing multi-asset strategies that need coordinated front-to-back operations across both asset classes.
The platform’s ecosystem fit is broad. FIX connectivity reaches 300+ liquidity sources, while integrations with prime brokers and custodians support trading and investment operations. Enfusion also provides browser, workstation, and mobile access across web, Windows, macOS, Linux, and iOS. Operational workflows include automated reconciliations, settlements, corporate actions, financing, and cash processing. A maintained security master covering 4M+ instruments supports the platform’s multi-asset scope, while live configurable reporting and investor reporting support ongoing oversight.
Pricing is handled through contact sales rather than published plan tiers, so buyers should evaluate the full operating scope with the vendor. The published product details emphasize a single database for the investment book of record and accounting book of record, inline pre-trade compliance checks, factor risk modeling, post-trade attribution, and real-time portfolio positions, P&L, and analytics. Enfusion should suit managers seeking one system across portfolio, execution, accounting, reconciliation, and reporting workflows. Teams focused on a narrower single-asset process may find its institutional breadth unnecessary and should compare with a more specialized product.
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Enfusion pricing
Enfusion fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset coverage | Both |
| Performance reporting | Yes |
| Investor reporting | Yes |
| Tax-lot accounting | Not verified |
| Multi-currency support | Yes |
| Transaction limit | Not verified |
| Deployment | Cloud, Desktop, Mobile |
| Platforms | Web, Windows, macOS, Linux, iOS |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: FIX, prime brokers, custodians |
| Pricing | Pricing on request |
| Website | cwan.com |
| Facts checked | 21 Sep 2026 |
Enfusion integrations
Enfusion lists 3 integrations on its own site.
- FIX
- prime brokers
- custodians
Alternatives to Enfusion
- FundCountA broad accounting platform for complex funds, family offices, and asset managers.9.4
- Archway PlatformA broad investment accounting platform for private-market and family-office operations.9.2
- SS&C Advent GenevaA broad accounting and operations platform for complex, multi-asset investment organizations.9.1
See all Enfusion alternatives →
Also Ranked In
Enfusion is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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