Case Study: New York Based Family Office achieves streamlined operations, major cost savings and enhanced compliance with Enfusion

Long/Short Equity Family Office Achieves Significant Cost Savings With Enfusion

New York Based Family Office, which manages a $2–3 billion opportunistic long/short equity portfolio, faced operational fragmentation from multiple legacy systems and no central hub connecting front-, middle- and back-office functions with compliance. These gaps caused pre-trade compliance delays, manual workarounds and extra headcount; the firm engaged Enfusion to improve operational efficiency, reduce costs and implement proper compliance using Enfusion’s integrated front-to-back platform (including its general ledger and embedded compliance).

Enfusion replaced the FO’s disparate applications with a single integrated data set and streamlined workflow from trade execution through back-office accounting, embedding pre- and post-trade compliance and order/execution integration. As a result, the New York Based Family Office eliminated manual processes, replaced its fund administrator by using Enfusion’s general ledger, reduced operational costs and shortened trade execution delays—freeing staff to focus on alpha generation and strengthening controls.