List of Enfusion PMS Customers
Boise, 83702, ID,
United States
Since 2010, our global team of researchers has been studying Enfusion PMS customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Enfusion PMS for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Enfusion PMS for Portfolio and Investment Management include: AJO Vista, a United States based Banking and Financial Services organisation with 25 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Enfusion PMS, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Enfusion PMS customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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AJO Vista | Banking and Financial Services | 25 | $5M | United States | Clearwater Analytics | Enfusion PMS | Portfolio and Investment Management | 2021 | n/a | In 2021, AJO Vista implemented Enfusion PMS to consolidate portfolio management, order and execution, accounting and analytics as part of a Portfolio and Investment Management initiative. The firm deployed Enfusion PMS on Enfusion's front to back platform in Boston, US, with Enfusion Managed Services used to outsource middle and back office operations. The implementation centralized core functional modules, including portfolio management, order and execution workflows, general ledger accounting and performance and risk analytics, within a single platform. Enfusion PMS provided orchestration of trade lifecycle events and unified accounting and analytics feeds to create a single source of truth across front, middle and back office processes. Operational coverage focused on investment operations in Boston, US, with the platform absorbing middle and back office workflow execution under Enfusion Managed Services. The deployment affected portfolio managers, trading operations and accounting teams by consolidating data models and operational pipelines into the Enfusion environment. Governance shifted toward a vendor managed services model, centralizing control of reconciliation, settlement support and back office processing with Enfusion while AJO Vista retained investment decision authority. The implementation delivered a single source of truth, reduced operational overhead and enabled the firm to remain a lean, investment focused organization. |
Buyer Intent: Companies Evaluating Enfusion PMS
- Verozza Lighting, a Switzerland based Banking and Financial Services organization with 752 Employees
- Broadhaven Capital Partners, a United States based Banking and Financial Services company with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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