Empowering PMs with Enfusion’s Next-Generation Portfolio Rebalancing Solution

At Enfusion, we are continuously innovating to help our clients optimize their front-office workflow and gain a competitive edge. Last year, we were proud to unveil a groundbreaking new capability at the Enfusion Client Forum - Portfolio Workbench.

The Portfolio Workbench is a game-changing platform functionality that empowers portfolio managers (PMs) to seamlessly manage and adjust their multi-asset portfolios. Designed based on extensive feedback from our diverse client base, which includes fund platforms, family offices, and multi-strategy hedge funds, this intuitive tool streamlines the rebalancing process from start to finish.

We were privileged to facilitate a discussion with 13 distinguished Enfusion users, representing a diverse range of backgrounds, including fund platforms, family offices, and multi-strategy hedge funds. The introduction of this new tool sparked a lively discussion and series of insightful questions, including:

Key benefits of the Portfolio Workbench include:
Save time: In-grid editing enables PMs to intuitively rebalance portfolios across multiple strategies and investment vehicles. As adjustments are made, Portfolio Workbench automatically proposes orders and allocations.

Reduce errors: Users can easily execute complex and varied adjustments with confidence. PMs can adjust weights and exposures for various portfolio dimensions such as sectors, and rebalance positions across multiple funds, as well as view and modify proposed orders and allocations directly within the interface.

Ensure compliance: When ready to proceed, users can seamlessly test for compliance before order instructions are queued and sent directly to traders for execution. Compliance checks are fully integrated into the main interface, allowing PMs to manage their entire workflow from a single screen.

The Enfusion Client Forum provided a unique opportunity for our Product team to engage with our clients in a confidential setting, sharing product roadmap items through live demonstrations. Whether you are a traditional long-only manager who actively tries to outperform a benchmark or an alternative manager running strategies across multiple accounts, Portfolio Workbench simplifies portfolio management and supports your workflow.

This Forum allowed us to gather invaluable feedback on our roadmap and designs, which is typically challenging to obtain. We are deeply grateful to all the clients and partners who participated in this discussion, and we look forward to future Client Forums where we can continue to discuss our product roadmap items. We eagerly anticipate meeting with all of our clients in these upcoming forums.