
Schroders
Active investment management to meet long-term financial goals.

Unified front-to-back investment management platform.

Enfusion by CWAN is a unified front-to-back investment management platform designed for institutional investors. It integrates execution, portfolio management, data, accounting, analytics, and automated workflows into a single platform. The platform utilizes a single security master to unify front, middle, and back offices. Its cloud-native, multi-tenant architecture ensures seamless upgrades and scalable technology. Embedded AI provides real-time risk management and transparency across public and private markets, geographies, and asset classes. Enfusion by CWAN supports multi-asset class portfolios, including cash, fixed income, equities, and alternatives. The platform connects to various data sources to provide a centralized system for back-office and security master data. Its modern, open architecture allows for easy integration with other systems using GenAI to enhance operational efficiency.
Enfusion by CWAN is a unified front-to-back investment management platform designed for institutional investors.
Explore all tools that specialize in manage investment portfolios. This domain focus ensures Enfusion by CWAN delivers optimized results for this specific requirement.
Explore all tools that specialize in consolidate financial data. This domain focus ensures Enfusion by CWAN delivers optimized results for this specific requirement.
Explore all tools that specialize in risk management. This domain focus ensures Enfusion by CWAN delivers optimized results for this specific requirement.
Agentic AI monitors and manages risk in real-time, automating alerts and providing actionable insights.
A unified security master integrates front, middle, and back offices, eliminating reconciliation needs.
Provides real-time insight into exposures, cash flow, and risk across asset classes and geographies.
A data ingestion and reconciliation process ensures clients benefit from changes and access to the best data available.
Supports a wide range of asset classes, including cash, fixed income, equities, and alternatives.
Initial consultation with CWAN team to assess needs and current infrastructure.
Data migration and cleansing process to transfer existing data into the CWAN platform.
Configuration of system settings, user roles, and security protocols.
Integration with existing systems such as banks, custodians, and other data providers.
Training sessions for users on platform functionality and best practices.
Ongoing support and maintenance to ensure system stability and performance.
Customization and configuration of reports and dashboards to meet specific business requirements.
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