$10 trillion in assets and 20 years of data, a compounding advantage that grows with every client we serve.
We don’t just bolt on AI to support the workflows of asset managers, asset owners, insurers, and hedge funds; we embed purpose-driven capabilities throughout the platform, executing them effortlessly to streamline operations and enhance efficiency.
Scaling and modernizing ops with disparate systems
You care about:
reconciliation, reporting, accounting, workflow automation, and compliance
Our platform gives you:
A unified operational backbone powered by AI —
automating complex, multi-step workflows across
your investment lifecycle
Gaining a full view of risk, valuation, complex scenarios
You care about:
modeling, scenario analysis, and portfolio insights across asset classes
Beacon by Clearwater gives you:
AI-powered risk analytics and modeling tools
that let you test scenarios, evaluate exposures, and
understand portfolio behavior in real time
Connecting portfolio construction and order management
You care about:
modeling, scenario analysis, and portfolio insights across asset classes
Enfusion by Clearwater gives you:
A front-to-back environment that streamlines portfolio management, trading, and execution — so decisions move seamlessly from idea to action
$10
trillion in assets
Powered by a single, trusted data foundation
1,000+
AI agents
Actively executing investment workflows across global firms
2,400
global clients
Automating millions of daily workflows
95%
reduction in reporting time
Transforming multi-hour processes into minutes
The Clearwater GIC Marketplace is the first digital platform purpose-built for stable value GIC transactions. It connects fund managers and GIC issuers in a centralized environment that replaces the entire manual solicitation process with a single, unified workflow.
The Insurance Investment Outsourcing Report (IIOR) has long served as the industry-standard directory of insurance focused investment managers and investment consultants.
Explore the evolution of the alternatives market for insurers, drawing on Clearwater’s proprietary database to reveal real-time allocation trends.