Case Study: $25B Global Asset Manager cuts TCO by 65% with Enfusion

How a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration

Large Investment Company, a $25B global asset manager with a $2.2B alternative investments unit, faced operational inefficiencies and high tech costs from a legacy investment-management platform. To future‑proof their operating model and improve efficiency, they engaged Enfusion, adopting Enfusion’s multi-tenant SaaS platform including the PMS and OEMS modules with integrated accounting and a single source of real‑time data.

Enfusion implemented streamlined order workflows, pre-/post‑trade compliance, simplified monthly NAV reporting and native data feeds, reducing manual work and training overhead. Enfusion’s solution cut the firm’s total cost of ownership by over 65%, sped up onboarding and daily trading operations, freed IT resources for innovation, and delivered continuous product updates to support long‑term growth.