Enfusion, a provider of software-as-a-service (SaaS) solutions for investment managers, has introduced the next phase of its Portfolio Workbench cloud-native platform to support asset managers with better efficiency and flexibility.
The updated version of the platform is aimed at bringing more robust portfolio rebalancing and construction features to users.
Portfolio Workbench allows portfolio managers (PMs) to easily manage and adjust their portfolios by leveraging a single intuitive user interface.
The newest version adds support for rebalancing across multiple models, integration with portfolio optimisers, as well as mobile functionality.
It will provide PMs with the ability to seamlessly manage performance against benchmarks and model portfolios from a single screen on any device.
According to Enfusion, its new update highlights the company’s commitment to innovation and user-centric design, augmenting PMs’ decision-making processes to achieve better performance.
Portfolio Workbench has unveiled a range of highly requested features designed to benefit both alternative and traditional investment managers. This enhanced functionality streamlines portfolio management and accommodates a diverse array of workflows.
The platform is tailored to support a wide spectrum of managers, from traditional asset managers who utilise model portfolios or monitor relative performance, to alternative managers executing strategies across various vehicles and accounts.
Besides, the platform’s advanced rebalancing functionalities allow PMs to manage multiple models simultaneously, offering a higher level of flexibility.
Furthermore, Enfusion’s application programming interface (API) facilitates the integration of third-party optimisers for multiple model weights.
This gives easy access to data into Enfusion, improving PMs’ workflows and their ability to make informed and data-driven decisions faster.
