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Enfusion vs Performativ

Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Enfusion

Paid iPhoneLinuxMac+2

Enfusion combines portfolio, execution, compliance, and risk functions for investment managers. Buyers should request pricing and account for the equipment and connectivity they must provide.

Visit Enfusion

Performativ

Paid AndroidAPIiPhone+1

Performativ brings investment data, trading, compliance, private assets, automation, and client experiences into one wealth-management platform. Its broad platform coverage is paired with custom integration options, while pricing requires contacting the maker.

Visit Performativ

The facts

EnfusionPerformativ
Free planNot publishedNot published
Open sourceNot publishedNot published
Runs oniPhone, Linux, Mac, Web, WindowsAndroid, API, iPhone, Web
Lowest paid planFree or on requestFree or on request
Plans published11
MakerEnfusionNot published
Websitecwan.comperformativ.com
On portfolio management software#28 of 81#32 of 81

Enfusion: what it does well

  • Supports multiple investment strategies and asset classes.
  • Connects to more than 300 liquidity sources via FIX.
  • Includes pre-trade compliance checks.
  • Provides real-time portfolio positions and analytics.
  • Available through web access and listed desktop and mobile downloads.

What to know first

  • Pricing is available on request.
  • Clients must provide access hardware, software, and internet.
  • Enfusion does not provide investment or legal advice.

Performativ: what it does well

  • Consolidates liquid and private assets
  • Performance, allocation, and risk analysis
  • FIX trading and straight-through processing
  • White-labelled advisor and client portals
  • Open API for custom integrations

What to know first

  • Pricing is not displayed
  • Implementation requires a demo or sales contact
  • Platform includes controlled agentic workflows

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