Case Study: FinServ achieves faster trade execution and improved portfolio agility with Enfusion

Large Institutional Manager Boosts Portfolio Agility and Implements Seamless Trade Execution

FinServ, a large institutional asset manager, faced slow trade implementation (often taking more than a day), inaccurate start-of-day positions, frequent booking and pricing breaks on derivatives, and limited marketplace connectivity for its multi-asset, multi-strategy business. To address these issues they engaged Enfusion for its cloud-based OEMS (integrated order and execution management), back-office/IBOR capabilities and Managed Services.

Enfusion delivered a single, customizable platform with pre-packaged API connectivity, tailored derivative trading workflows, and Enfusion Services for daily reconciliations and outsourced back-office support. The solution enabled straight-through processing, produced reconciled start-of-day holdings, and saved the firm several hours each day—improving trade execution speed, portfolio risk management and operational cleanliness—while deepening the Enfusion–FinServ partnership.

FinServ

Lee Schare

Partner