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: Amundsen IM, a France based Banking and Financial Services organisation with 1075 employees and revenues of $269.0 million, Castleknight, a United States based Banking and Financial Services organisation with 12 employees and revenues of $8.0 million, 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
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.
|
 |
Amundsen IM | Banking and Financial Services | 1075 | $269M | France | Clearwater Analytics | Enfusion PMS | Portfolio and Investment Management | 2020 | n/a |
In 2020 Amundsen IM implemented Enfusion PMS as a Portfolio and Investment Management solution to support global equity trading and regulatory compliance. The deployment targeted the firm’s portfolio and order management process area, with operational coverage across Amundsen IM’s Paris and Oslo offices in Europe. Enfusion PMS was delivered as an integrated SaaS Portfolio and Order Management system and is referenced in the implementation as Enfusion PMS.
The implementation concentrated on core PMS and OMS capabilities, including portfolio management, order management, automated trade processing, and embedded compliance controls. The platform provided FIX connectivity to market venues and counterparties, which enabled straight through processing from order execution to settlement. Configuration emphasized trading workflow orchestration and trade lifecycle visibility consistent with Portfolio and Investment Management functional expectations.
Operationally the Enfusion PMS rollout unified trading operations across the two European offices, centralizing order flow and compliance monitoring under a single SaaS platform. The project focused on standardizing portfolio and order management workflows to support cross-office equity trading, while maintaining tight regulatory controls. Governance changes included consolidation of trading processes and compliance checkpoints within the Enfusion PMS workflows.
As stated in the implementation notes the integrated Enfusion PMS platform streamlined regulatory compliance and automated trade processing, allowing Amundsen IM to scale trading operations while keeping headcount lean. The narrative reflects a SaaS-first deployment of Portfolio and Investment Management capabilities with FIX connectivity, automated processing, and centralized compliance for Europe-based equity trading.
|
|
|
Castleknight | Banking and Financial Services | 12 | $8M | United States | Clearwater Analytics | Enfusion PMS | Portfolio and Investment Management | 2020 | n/a |
In 2020, Castleknight implemented Enfusion PMS as its Portfolio and Investment Management application to operationalize an event driven, multi asset strategy run out of New York. The deployment targeted portfolio management and operations across North America, with an emphasis on front to back orchestration of investment workflows and rapid fund launch capabilities.
The implementation comprised Enfusion’s Portfolio Management System, Order Execution, and middle and back office managed services, delivering an integrated order management and execution layer alongside outsourced post trade processing. Configuration focused on portfolio lifecycle management, execution support and managed reconciliation and settlement services to sustain continuous fund operations and support multi asset strategies.
Integrations explicitly included seamless broker connectivity and tight administrator integration to coordinate trade flow between execution venues and fund administration. Governance aligned portfolio, trading and operations functions to the Enfusion PMS platform, improving operational continuity and scalability for fund launches and ongoing operations.
|
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
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||