Name: Integrata
Author: Enfusion

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Continuous Integration

Mind Mapping

Development

Attendance Tracking

Education

Business Intelligence (BI)

Case Management

Collaboration

Diagramming

Enterprise Resource Planning (ERP)

Office Suites

Enterprise

Accounting

Online Trading

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Credentialing

Diversity, Equity, and Inclusion (DEI)

Freelance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authentication

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Digital Experience Monitoring (DEM)

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

High Availability Cluster

Integration Platform as a Service (iPaaS)

M2M Application Development

Managed Security Service

Message Oriented Middleware

Modular Storage Area Network (SAN)

Network Performance Monitoring

Phishing Detection and Response

Security Validation

Storage Area Network

Virtualization Management

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Email Marketing

Identity Resolution

Marketing Automation

Mobile Marketing

SMS Marketing

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Security Posture Management

Security

Building Information Modeling (BIM)

Catering

Equation Editors

Intelligent Document Processing

Legal Research

Moving Software

OSS/BSS (Operations Support/Business Support)

Online Voting

Real Estate Property Management

Vertical-Specific

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Integrata, developed by Enfusion, is a cloud-native SaaS platform designed to simplify investment management operations. According to the vendor, the platform unifies front-, middle-, and back-office functions under a single platform, aiming to provide asset managers and hedge funds with an efficient solution. The product is intended for businesses of various sizes, from small boutique firms to large institutional asset managers. It caters to professionals in the asset management and hedge fund industry, including portfolio managers, traders, COOs, and operations leadership.

## Key Features

**Platform Overview**: Integrata unifies front-, middle-, and back-office functions under a single cloud-native SaaS platform, simplifying investment management operations and reducing the need for multiple systems and manual processes.

**Portfolio Management**: The platform offers comprehensive portfolio management capabilities, including portfolio modeling, construction, and rebalancing. It supports multi-asset portfolios and allows for customization based on investment strategies, providing real-time data and analytics for informed investment decisions.

**Order and Execution Management**: Integrata facilitates efficient order and execution management, enabling asset managers and hedge funds to create, route, and execute orders across multiple asset classes and markets. Real-time market data and analytics are provided to support trading decisions and streamline trade execution and settlement processes.

**Analytics**: Integrata offers advanced analytics capabilities for investment performance and risk analysis. Users can access customizable reporting and dashboards for portfolio analysis and monitor key performance indicators (KPIs). The platform supports performance attribution and risk analysis to optimize investment strategies.

**Accounting**: The platform provides comprehensive accounting functionality, automating the calculation and reporting of investment performance and fees. It supports complex accounting requirements, including multi-currency and multi-jurisdictional operations. Integrations with other systems ensure accurate and efficient accounting processes.

**Connectivity, Data, and APIs**: Integrata enables seamless connectivity with external systems, data providers, and trading platforms. It offers data integration capabilities to aggregate and normalize data from various sources and provides APIs for easy integration with third-party systems and applications. Data accuracy and integrity are ensured through robust data management processes.

**Client Success Model**: Integrata adopts a client-centric approach to ensure the success and satisfaction of asset managers and hedge funds. Dedicated account managers support clients throughout their journey, and training and onboarding programs ensure a smooth transition to the platform. Ongoing support and assistance are available.

**Partner Network**: Integrata provides access to a global partner network, offering additional capabilities and services. Through Enfusion Connect, users can leverage industry-leading solutions within the Enfusion ecosystem. Collaboration and integration with other industry participants are facilitated.

**Investment Strategies**: Integrata supports a wide range of investment strategies, including equities, fixed income, derivatives, and alternative investments. The platform offers flexibility and customization to accommodate different approaches, providing tools and features specific to each strategy.

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