Enfusion
6.8#3 in investment accounting softwareiOSWebLinuxmacOS
VisitEnfusion vs FinFolio
What both publish
| Fact | Enfusion | FinFolio |
|---|---|---|
| Headquarters | Boise, Idaho, USA | FinFolio describes itself as centrally located in Denver, Colorado. |
| Performance reporting | Yes | Yes |
| Purpose | Enfusion is a front-to-back investment management platform for hedge funds and asset managers. | FinFolio makes portfolio management software for investment advisors and professional wealth managers. |
| Security controls | Enfusion's terms state that it maintains an information security policy describing its security and privacy controls. | FinFolio supports segmented logins and functionality-specific rights, and uses Microsoft Active Directory for security. |
| Support | Each client has a dedicated Enfusion Account Manager, with phone and email support available by region. | The product page describes a support team, weekly webinars, in-app walkthroughs and on-site training for larger installations. |
Enfusion plans
- Enfusion by ClearwaterPriced on request
FinFolio plans
No prices published.
Pick Enfusion if…
It suits hedge funds and asset managers working across the listed investment strategies and instruments. It may also suit firms seeking portfolio, execution, compliance, and risk tools in one platform.
Pick FinFolio if…
FinFolio is aimed at investment advisors and professional wealth managers who need portfolio accounting, trading, rebalancing, reporting, and billing functions together. It may suit firms seeking hosted or self-hosted deployment and branded reporting, but it is not a full CRM.