Enfusion Investment Platform from Enfusion

A cloud-native SaaS platform providing portfolio management, order management, execution, accounting, and analytics in a single solution. Features include real-time P&L, risk analytics, compliance monitoring, and multi-asset class support.

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Product analysis by function

Portfolio Management Systems for Portfolio Management

Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
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Core Portfolio Management
(9 Yes /9 Known /10 Possible features)

Order Management & Trading
(6 Yes /6 Known /10 Possible features)

Performance Measurement & Attribution
(6 Yes /6 Known /10 Possible features)

Risk Management & Analytics
(5 Yes /5 Known /10 Possible features)

Compliance & Regulatory Reporting
(0 Yes /0 Known /10 Possible features)

Data Integration & Management
(5 Yes /5 Known /10 Possible features)

Client & Investor Communications
(5 Yes /5 Known /10 Possible features)

Workflow & Task Automation
(5 Yes /5 Known /10 Possible features)

Security & Access Control
(3 Yes /3 Known /10 Possible features)

Integration & Extensibility
(2 Yes /2 Known /10 Possible features)

Usability & User Interface
(4 Yes /4 Known /10 Possible features)

Core Portfolio Management
(2 Yes /2 Known /10 Possible features)

Performance Measurement & Attribution
(3 Yes /3 Known /9 Possible features)

Risk Management
(5 Yes /5 Known /9 Possible features)

Order Management & Trade Execution Workflow
(3 Yes /3 Known /8 Possible features)

Compliance Management
(0 Yes /0 Known /8 Possible features)

Data Management & Integration
(4 Yes /4 Known /7 Possible features)

Reporting & Analytics
(3 Yes /3 Known /7 Possible features)

User Experience & Accessibility
(2 Yes /2 Known /7 Possible features)

Automation & Workflow
(0 Yes /0 Known /5 Possible features)

Security & Reliability
(0 Yes /0 Known /7 Possible features)

Support, Maintenance & Vendor Stability
(2 Yes /2 Known /7 Possible features)

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Multi-Asset Class Support Supports a wide variety of asset classes including equities, fixed income, derivatives, alternatives, and cash.		The Enfusion platform advertises support for a wide range of asset classes (equities, fixed income, derivatives, alternatives, and cash), which is directly cited as multi-asset class support.
Model Portfolio Management Ability to create and manage model portfolios for replication and benchmarking.		Product documentation and marketing materials cite model portfolio capability for replication and benchmarking.
Rebalancing Tools Tools for automated and manual portfolio rebalancing based on rules or drift thresholds.		Rebalancing, both automated and manual, is highlighted in numerous product feature outlines.
Tax Lot Tracking Tracks individual tax lots for accurate tax management and reporting.		Tax lot tracking is a core feature in Enfusion's accounting and compliance modules.
Multi-Currency Support Manages and values portfolios in multiple base and reporting currencies.		Multi-currency management is explicitly listed in Enfusion's core product capabilities.
Historical Position Reconstruction Ability to reconstruct historical portfolio positions for reporting or auditing.		The platform supports historical position reconstruction for auditing and reporting, according to Enfusion documentation.
Scenario Analysis Enables scenario modeling to assess portfolio impacts under various assumptions.		Scenario analysis (risk modeling) is explicitly included in product feature lists.
Portfolio Hierarchies Supports complex hierarchical structures (accounts, sub-portfolios, composites).		Portfolio hierarchies and aggregation are called out in Enfusion's product brochure.
What-If Analysis Provides tools to simulate hypothetical trades and assess impacts.		Enfusion includes what-if analysis tools for simulating hypothetical trades and scenarios.
Speed of Portfolio Valuation Time taken to compute full valuation of a portfolio.		No information available

Order Generation Create and submit orders directly from portfolio or model changes.		Order generation is core to Enfusion's order/execution management modules.
Pre-Trade Compliance Checks Checks trade orders against investment restrictions prior to execution.		Pre-trade compliance checks are described as real-time, covering restrictions and rules in each order.
Order Routing Supports automated routing of trades to counterparties or execution platforms.		Order routing is stated as a feature in the order management system to venues, brokers, and platforms.
FIX Protocol Integration Native support for FIX protocol for seamless connectivity with brokers.		FIX protocol and API connectivity is a cited feature for broker/exchange connectivity.
Trade Allocation Flexible rules for post-trade allocation to accounts or sleeves.		Trade allocation (to sleeves/accounts) is available post-trade in order workflows.
Market Data Integration Real-time or delayed access to market prices for pre-trade decisions.		Real-time/delayed market data integration is supported and listed as a feature.
Execution Cost Analysis Tracks and reports on transaction costs and slippage.		No information available
Straight-Through Processing (STP) Rate Percentage of trades processed from order to settlement without manual intervention.		No information available
Time to Execute Trade Average time from order entry to execution fill.		No information available
Block Trading Support Ability to manage and execute block trades efficiently.		No information available

Time-Weighted Return Calculation Accurate calculation of time-weighted returns for investment performance analysis.		Time-weighted return calculation is explicitly referenced for performance analytics.
Money-Weighted Return Calculation Calculation of money-weighted (IRR) returns for cashflow-sensitive portfolios.		Money-weighted (IRR) return calculation is supported by Enfusion's reporting modules.
Multi-Level Attribution Supports multi-level (sector, security, currency) performance attribution.		Performance attribution by sector/security and multi-level is available in Enfusion's analytics suite.
Custom Benchmark Support Ability to set and compare portfolios against custom benchmark indices.		Custom benchmarks setup is named as a feature in performance measurement.
Risk-Adjusted Return Metrics Includes Sharpe, Sortino, and other ratios for performance analysis.		Sharpe, Sortino, and other risk-adjusted metrics are listed as available analytics.
Performance Contribution Analysis Analyzes contribution to performance by asset, sector, or manager.		Contribution analysis by asset, sector, and manager is detailed in the reporting toolkit sections.
Automatic GIPS Composite Management Support for Global Investment Performance Standards composite setup and reporting.		No information available
Frequency of Return Calculations How often return calculations can be performed.		No information available
Granularity of Holdings Analysis Level at which performance can be broken down (e.g., lot, security, sector).		No information available
Speed of Performance Report Generation Time required to generate detailed performance reports.		No information available

VaR (Value at Risk) Calculation Calculates Value at Risk using multiple methodologies (parametric, historical, Monte Carlo).		VaR (Value at Risk) calculation is clearly included under the platform's risk analytics.
Stress Testing Ability to run stress and shock scenarios on portfolios.		Stress testing (scenario/shock models) is part of Enfusion's risk feature set.
Risk Exposure Breakdown Detailed analysis and visualization of exposures (sector, country, factor, etc).		The platform provides exposure breakdown by sector, country, factor, etc.
Factor Analysis Decomposition of portfolio returns/risk into underlying risk factors.		No information available
Liquidity Risk Assessment Measures and reports on the liquidity profile of portfolios.		No information available
Counterparty Risk Assessment Quantifies exposures to issuers, custodians, and brokers.		No information available
Real-Time Risk Monitoring Provides real-time or near-time updates to risk metrics.		Real-time risk monitoring is a feature of the core platform.
Limit Monitoring and Alerts Automated monitoring of risk and exposure limits with alerting.		Automated risk/limit monitoring with configurable alerts is available.
Number of Custom Risk Metrics Supported Custom risk models or metrics the platform can support at once.		No information available
Speed of Risk Report Generation Time required to generate and distribute risk reports.		No information available

Pre-Trade Compliance Checks compliance with regulatory and client-specific rules prior to order execution.		No information available
Post-Trade Compliance Monitors post-trade activity for adherence to investment guidelines.		No information available
Regulatory Report Generation Produces reports required for regulatory filings (e.g., Form PF, AIFMD, MiFID II).		No information available
Custom Rule Builder GUI or scripting language for creating custom compliance rules.		No information available
Audit Trail Tracks and logs all activity and changes for audit purposes.		No information available
Exception Management Workflows for handling and resolving compliance breaches and exceptions.		No information available
Automated Document Generation Automatically generates legal and compliance documents for clients or regulators.		No information available
Number of Built-In Compliance Rules Out-of-the-box compliance rules or templates available.		No information available
Compliance Check Frequency How frequently compliance checks are run on portfolios.		No information available
Alert Notification Time Delay between identifying a compliance breach and notifying the user.		No information available

Open API Access Well-documented APIs for integration with third-party systems or internal applications.		Enfusion promotes open API for integration as a differentiator.
Market Data Connectivity Connectivity to market data providers for real-time and historical data.		Multiple market data vendor connectivity is listed in integration documentation.
Pricing Source Flexibility Able to source pricing from multiple external or internal sources.		Pricing can be sourced from various external/internal sources, as per solution guides.
ETL (Extract, Transform, Load) Tools In-built data transformation and loading utilities.		No information available
Data Quality Control Validation, deduplication, and error correction processes for incoming data.		ETL capabilities are mentioned: inbound/outbound data transformation/load tools are in-platform.
Reference Data Management Centralized management for instrument, client, and counterparty reference data.		Enfusion provides reference data tools for instruments and counterparties.
Data Retention Policy Support Configure how long data is retained for compliance and reporting.		No information available
Number of Data Sources Supported Distinct external or internal data sources that can be integrated at once.		No information available
Data Load Frequency Maximum frequency at which data loads are supported.		No information available
Data Reconciliation Speed Time required to reconcile positions or transactions with external records.		No information available

Client Portal Branded, online access point for clients to view portfolio, performance, and documents.		Client portal (web-based access for clients/investors) is a core part of Enfusion's communication features.
Customizable Reporting Flexible options for tailoring reports to specific client needs.		Enfusion supports highly customizable client and regulatory reporting.
Automated Statement Generation Generation and distribution of periodic account statements and tax documents.		Automated statement generation and distribution described for client and tax reporting.
Document Vault Secure repository for storing and sharing investment reports and documents.		Product describes a secure document vault for statements and compliance storage.
Multi-Language Support Support for producing reports and communications in multiple languages.		No information available
Data Visualization Tools Advanced charting and data visualization in reporting and portals.		Data visualization tools such as dashboards and advanced reporting are shown in product walkthroughs and UI screens.
Custom Branding Options Allows for client-specific branding of communication materials.		No information available
Bulk Reporting Speed Time required to generate and deliver bulk reports to all clients.		No information available
Number of Concurrent Users Supported Clients or investors that can simultaneously access the system.		No information available
Frequency of Automatic Updates How often clients receive automatic updates (email, portal notifications).		No information available

Workflow Designer Tool for configuring custom workflows and approval chains.		Workflow designer capability is referenced in technical documentation, describing workflow and process automation customization.
Task Assignment & Escalation Automatic assignment and escalation of tasks based on rules or deadlines.		Task assignment and escalation workflows are configurable within Enfusion for operational workflows.
Alerts & Notifications Email, SMS, or in-app notifications for important tasks or exceptions.		Alerts and notification via email/in-app/SMS supported for tasks, events, and compliance.
Automated Data Imports Scheduling and running data imports without manual intervention.		No information available
Exception Handling Automation Automated handling of workflow errors or breaks.		No information available
User Access Controls Assign roles, permissions, and workflows to users and groups.		User access controls are a fundamental part of a SaaS PMS, described under security in solution overviews.
Workflow Execution Time Average time to complete an automated workflow from initiation to completion.		No information available
Number of Workflow Types Different workflow templates or types available out-of-the-box.		No information available
Concurrent Workflow Support Maximum number of workflows that can run simultaneously.		No information available
Audit Logging of Workflows Automatically records all workflow steps and user actions for compliance.		Audit logging of workflows for compliance is included in Enfusion’s documentation.

Single Sign-On (SSO) Support for SSO integration with enterprise identity providers.		Single Sign-On (SSO) integrations available with identity providers (per platform security docs).
Multi-Factor Authentication (MFA) Enforce MFA for added user login security.		Multi-factor authentication is enforced for user access (security features list).
Role-Based Permissions Granular controls over user access to different system modules and data.		No information available
Encryption (At-Rest & In-Transit) Encrypts data when stored or sent across networks.		Encryption of data in-transit and at-rest is specifically stated in Enfusion’s security materials.
Regular Penetration Testing Conducts periodic security testing of the platform.		No information available
User Activity Logging Logs user activity for security and audit compliance.		No information available
Custom Password Policies Set and enforce custom password complexity and expiry rules.		No information available
Data Masking Ability to mask sensitive data fields for specific users.		No information available
Number of Access Roles Supported Distinct levels or roles that can be set for system users.		No information available
User Session Timeout Default time a session remains active without user interaction.		No information available

Third-Party Application Integrations Pre-built connectors for leading risk, CRM, or execution systems.		Third-party application integration is described in Enfusion's API documentation and partner pages.
Custom Script/SDK Support Allows developers to build custom extensions or automation using an SDK or scripting.		No information available
Event-Based API Triggers APIs that trigger actions in response to portfolio events or data changes.		No information available
Outbound Data Feeds Flexible configuration for pushing data to downstream systems.		No information available
Batch & Real-Time Processing Supports both scheduled (batch) and real-time integrations.		Platform supports both batch and real-time data integrations as illustrated in technical integration guides.
Integration Partner Ecosystem Network of supported third-party vendors with certified integrations.		No information available
Number of Pre-Built Connectors Connectors available for plug-and-play integration.		No information available
API Call Latency Time for average API request-response cycle.		No information available
Concurrent API Connections Supported Maximum number of simultaneous API connections.		No information available
User Extensibility Options Availability of open frameworks or plugin architectures.		No information available

Customizable Dashboards Users can personalize dashboard layouts with preferred widgets or views.		Users can customize dashboards with configurable widgets as demonstrated in the Enfusion UI and feature list.
Mobile Access Optimized access from mobile and tablet devices.		Enfusion provides optimized mobile and tablet access, referenced in their product marketing and help center.
Accessibility (WCAG Compliance) Meets accessibility guidelines for users with disabilities.		No information available
Multi-Language Interface User interface supports multiple languages.		No information available
Help & Support Tools Embedded help, documentation, and user support resources.		Help, documentation, and embedded user support are standard as per product screenshots and training videos.
User Onboarding Workflows Guided onboarding and training for new users.		User onboarding and workflow-driven training systems are referenced in customer onboarding materials.
Custom View Settings Users can define saved and shared custom views or filters.		No information available
Concurrent User Responsiveness System performance with large numbers of simultaneous users.		No information available
Average Page Load Time The average time to load application screens.		No information available
Hotkey/Shortcuts Support Support for keyboard shortcuts to enhance productivity.		No information available

Multi-Asset Support Support for various asset classes such as equities, bonds, derivatives, ETFs, and private equity.		Product literature consistently describes robust multi-asset support for equities, bonds, derivatives, ETFs, and private assets.
Real-Time Position Management Ability to track positions in real-time as trades are executed and settled.		No information available
Transaction Management Capability to ingest, validate, and record all buy/sell, transfer, and adjustment transactions.		No information available
Portfolio Aggregation Aggregating multiple accounts, funds, and entities for a consolidated portfolio view.		Portfolio aggregation features are showcased on product datasheets and UI walkthroughs.
Custom Portfolio Structuring Configurable portfolio hierarchies such as sleeve accounts, sub-portfolios, and strategies.		No information available
Corporate Actions Processing Automated handling and processing of dividends, splits, mergers, and other events.		No information available
Cash Management Real-time tracking of cash balances and flows across custodians and accounts.		No information available
Instrument Master Integration Seamless integration with security and instrument master data.		No information available
Audit Trail Historical tracking and logging of all portfolio amendments and user actions.		No information available
Scalability Maximum number of portfolios/accounts that can be managed concurrently.		No information available

Time-Weighted Return Calculation Determines portfolio returns that neutralize impact of cash flows.		Time-weighted return calculation is listed as a core performance measurement tool within the platform.
Money-Weighted Return Calculation (IRR) Calculates internal rate of return for capital-based performance.		Money-weighted return (IRR) is part of Enfusion's investment performance reporting as described on their website.
Risk-Adjusted Performance Metrics Calculation of Sharpe, Sortino, and other ratios.		Sharpe, Sortino, and other risk-adjusted return metrics are described in the features section of Enfusion's marketing collateral.
Performance Attribution Analysis Decomposition by security selection, allocation, currency, etc.		No information available
Benchmark Comparison Track and compare portfolio performance to chosen benchmarks.		No information available
Multi-Currency Performance Reporting Support for calculating and presenting results in multiple currencies.		No information available
Historical Performance Archiving Storing and accessing long-term historical performance data.		No information available
Granularity of Reporting The finest level (e.g. security, sector, account) at which performance is reported.		No information available
Attribution Frequency How often performance and attribution calculations are updated.		No information available

Value at Risk (VaR) Calculation Automated computation of VaR and related risk metrics for portfolios.		Value at Risk (VaR) and related risk metrics are referenced in product whitepapers and the analytics documentation.
Scenario Analysis & Stress Testing Ability to model portfolio impact under various hypothetical adverse market scenarios.		Scenario analysis and stress testing functionality is outlined as part of the risk analytics suite.
Exposure Analysis Breakdown and monitoring of exposures (e.g. sector, region, currency).		No information available
Limit Monitoring & Alerts Automated monitoring and alerting for breaches of portfolio risk or concentration limits.		Limit monitoring and alerting is described as a compliance and risk tool in platform guides.
Custom Risk Models Support Ability to import or define custom risk and factor models.		No information available
Risk Reporting Flexibility Configurability in how risk reports are presented and delivered.		No information available
Factor Analysis Decompose portfolio returns and risks by systematic factors (e.g. size, value, momentum).		Factor analysis for portfolio risk and return decomposition referenced in Enfusion risk analytics feature listings.
Look-through Capability Analyze risks inside multi-layered investment vehicles (e.g., funds of funds, ETFs).		Platform supports look-through functionality for multi-layered investment structures (such as ETFs and funds of funds).
Monte Carlo Simulations Number of Monte Carlo scenarios that can be run per analysis.		No information available

Trade Order Entry & Routing Ability to construct, edit, and route orders to brokers or venues.		Order management module supports trade order entry and routing to brokers/venues, confirmed in product datasheets.
Pre-Trade Compliance Checks Automated checking of portfolio and regulatory limits prior to order release.		Pre-trade compliance checks are a core function, documented as part of OMS and compliance offering.
Block and Allocation Management Support for block trading and post-trade allocation to multiple accounts.		No information available
Electronic Trading Integration (FIX) Connectivity to brokers or ECNs via FIX protocol or APIs.		No information available
Order Audit Logging Historical recording of all order and trade actions for compliance.		Audit logging for all order and trade actions (for compliance) is a documented feature.
Trade Approval Workflow Configurable, multi-step approval processes for trade execution.		No information available
Error Handling & Reconciliation Automated handling and correction of trade errors and mismatches.		No information available
Order Throughput Maximum number of orders that can be handled per minute.		No information available

Pre-Trade Compliance Engine Real-time scanning of trades against compliance rules before execution.		No information available
Post-Trade Compliance Monitoring Ongoing assessment and detection of rule breaches after trading.		No information available
Rule Customization Ability to author and manage custom compliance rules by user.		No information available
Rule Library Library of pre-built regulatory and standard investment policies.		No information available
Automated Breach Alerts Automatic electronic alerts for any compliance violations.		No information available
Case Management Support workflow for documenting, tracking and resolving compliance breaches.		No information available
Compliance Reporting Flexibility Configurability in output and delivery of compliance reports.		No information available
Audit Trail for Rules Historical log of rule activations, changes, and breach remediation.		No information available

Open API for Data Access RESTful, SOAP or proprietary APIs for inbound/outbound data flows.		Open API described for data access, streaming, and integration, present in developer and integration resources.
Market Data Integration Plug-in support for multiple market data vendors (Bloomberg, Reuters, etc.).		Market data integration is mandatory for order, analytics, and real-time P&L, as confirmed across all product marketing.
Reference Data Management Handling and ingestion of security master, issuer, and counterparty data.		Reference data management capabilities (e.g., instrument, issuer, counterparty) listed in Enfusion technical documentation.
Third-Party System Integration Interfacing with custodians, fund accountants, and pricing engines.		No information available
Data Validation & Cleansing Automated checking, cleaning, and reconciliation of incoming data.		No information available
Data Latency Time between data arrival and system update.		No information available
Bulk Data Import/Export Ability to handle batch data transfer (historical data loading, bulk reports).		Batch data loading and export, including back-dated portfolio loads, is documented as a supported workflow.

Custom Report Builder Drag-and-drop or template-based tools for report creation.		Reports can be built with drag-and-drop tools, confirmed through marketing literature and UI walkthroughs.
Scheduled & On-Demand Reporting Automated and ad-hoc report generation and distribution.		Scheduled and ad hoc report distribution is standardized, confirmed in product fact sheets.
Regulatory Reporting Support for end-to-end reporting for regulatory requirements (e.g. MiFID, Form PF).		Regulatory reporting, including MiFID, Form PF, and AIFMD, is cited as a compliance feature.
Client Reporting Customizable client statement generation and delivery.		No information available
Dashboard Visualization Real-time graphical dashboards with interactive analytics.		No information available
Drill-Down Capabilities Ability to analyze data from summary down to transaction-level details.		No information available
Report Distribution Channels Number of supported distribution mechanisms (email, portal, print).		No information available

Web-Based User Interface Full-featured, browser-accessible application interface.		The platform is fully web-based and browser-accessible, as per main product description.
Role-Based Access Control Fine-grained user permissions by function, portfolio, or asset class.		Role-based access control for permissions is featured under the platform security section.
Single Sign-On (SSO) Integration with Active Directory, OAuth, or similar identity services.		No information available
Mobile Device Support Accessible via smartphones and tablets.		No information available
Self-Service Customization End-user ability to configure dashboards, reports, and alerts.		No information available
Localization & Multi-Language Support for multiple languages and regional formats.		No information available
Concurrent User Capacity Maximum number of users that can operate the platform simultaneously.		No information available

Task Automation Engine Rules-based scheduling and automation for routine workflows (trades, rebalancing, reporting).		No information available
Configurable Workflow Engine Tools for custom approval and exception handling flows.		No information available
Notifications & Alerts Configurable system triggers for email/SMS/push notifications.		No information available
Rebalancing Automation Automated portfolio rebalancing according to model, drift or schedule.		No information available
Approval Steps per Workflow Maximum supported approval or sign-off steps in a workflow.		No information available

Encryption In Transit & At Rest End-to-end encryption for all sensitive data, both stored and transmitted.		No information available
Disaster Recovery (RTO/RPO) Defined Recovery Time Objectives and Recovery Point Objectives for failover.		No information available
Penetration Testing & Security Audits Regular, independent reviews of system security.		No information available
Uptime SLA Guaranteed minimum percentage uptime for service availability.		No information available
Data Backup Frequency Regularity of backups for all platform and client data.		No information available
Multi-Factor Authentication Support for MFA at login and for sensitive transactions.		No information available
Audit Logging Comprehensive logs for all user and system activities.		No information available

24/7 Customer Support Accessibility of technical and operational support, round-the-clock.		24/7 operational and technical customer support is advertised across vendor documentation and homepage.
Service Level Agreements (SLAs) Contracted guarantees for support response and resolution times.		Service Level Agreements (SLA) and uptime are promimently indicated in enterprise sales materials.
Product Roadmap Transparency Clear visibility into upcoming features and enhancements.		No information available
Regular Software Updates Frequency of platform feature and security updates.		No information available
Documentation Quality Comprehensive, up-to-date user and developer documentation.		No information available
Vendor Financial Stability Evidence of corporate and financial durability of the provider.		No information available
Community & User Forums Availability of user communities for support & feature sharing.		No information available

Enfusion Investment Platform from Enfusion

Product analysis by function

Portfolio Management Systems for Portfolio Management

Core Portfolio Management (9 Yes /9 Known /10 Possible features)

Order Management & Trading (6 Yes /6 Known /10 Possible features)

Performance Measurement & Attribution (6 Yes /6 Known /10 Possible features)

Risk Management & Analytics (5 Yes /5 Known /10 Possible features)

Compliance & Regulatory Reporting (0 Yes /0 Known /10 Possible features)

Data Integration & Management (5 Yes /5 Known /10 Possible features)

Client & Investor Communications (5 Yes /5 Known /10 Possible features)

Workflow & Task Automation (5 Yes /5 Known /10 Possible features)

Security & Access Control (3 Yes /3 Known /10 Possible features)

Integration & Extensibility (2 Yes /2 Known /10 Possible features)

Usability & User Interface (4 Yes /4 Known /10 Possible features)

Core Portfolio Management (2 Yes /2 Known /10 Possible features)

Performance Measurement & Attribution (3 Yes /3 Known /9 Possible features)

Risk Management (5 Yes /5 Known /9 Possible features)

Order Management & Trade Execution Workflow (3 Yes /3 Known /8 Possible features)

Compliance Management (0 Yes /0 Known /8 Possible features)

Data Management & Integration (4 Yes /4 Known /7 Possible features)

Reporting & Analytics (3 Yes /3 Known /7 Possible features)

User Experience & Accessibility (2 Yes /2 Known /7 Possible features)

Automation & Workflow (0 Yes /0 Known /5 Possible features)

Security & Reliability (0 Yes /0 Known /7 Possible features)

Support, Maintenance & Vendor Stability (2 Yes /2 Known /7 Possible features)