CLIENT STORIES

Clearwater client success stories.

See how leading institutional investors use Clearwater to solve complex challenges across the investment lifecycle.

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Ellida Alpha Machines Program: Built for Scale from Day One

When the team behind Ellida Alpha Machines prepared to launch in 2025, they built on a single front-to-back platform from day one.

Client Story
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Welton Investment Partners Streamlines Global Multi-Strategy Operations with Enfusion by Clearwater

Running five systematic strategies across global markets means processing 40,000+ transactions a month – across cash equities, futures, FX forwards, options, T-bills, and more.

Client Story
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Gillson Capital Accelerates Scalable Growth with Flexible Portfolio & SMA Management

How a factor‑driven hedge fund modernized operations and unlocked real‑time reporting with Enfusion by CWAN.

Client Story
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Transforming energy risk management for a renewable power provider

Beacon by Clearwater transformed energy risk management for renewable power provider, CleanChoice Energy, which experienced rapid growth in the U.S. power market.

Client Story

All client stories

Ellida Alpha Machines Program: Built for Scale from Day One

When the team behind Ellida Alpha Machines prepared to launch in 2025, they built on a single front-to-back platform from day one.

Client Story
Welton Investment Partners Streamlines Global Multi-Strategy Operations with Enfusion by Clearwater

Running five systematic strategies across global markets means processing 40,000+ transactions a month – across cash equities, futures, FX forwards, options, T-bills, and more.

Client Story
Gillson Capital Accelerates Scalable Growth with Flexible Portfolio & SMA Management

How a factor‑driven hedge fund modernized operations and unlocked real‑time reporting with Enfusion by CWAN.

Client Story
Transforming energy risk management for a renewable power provider

Beacon by Clearwater transformed energy risk management for renewable power provider, CleanChoice Energy, which experienced rapid growth in the U.S. power market.

Client Story
Real-time risk: Improving margins, reducing risk, and providing data transparency

This top‑10 super‑regional U.S. bank, with more than $500 billion in assets and over $20 billion in annual revenue, offers a broad portfolio of consumer and commercial services. Its commercial and capital markets teams aim to deliver advisory and funding solutions that help clients grow their businesses, manage capital, and mitigate financial risks.

Client Story
Caledonia Investments: A Faster, Smarter Edge with Data

With Enfusion in place, Caledonia’s internal team now produces a comprehensive monthly Management Information pack by the third business day of each month. The solution integrates with key external data sources such as Bloomberg and LP Analyst, helping Caledonia bring together a more complete and consistent investment view.

Client Story
Ten Cap, an Australian investment manager, chooses Enfusion by Clearwater to streamline operations and strengthen compliance

Discover how Ten Cap, an Australian investment manager, transformed its operational efficiency and compliance management by partnering with Enfusion by Clearwater.

Client Story
Portfolio optimization: A case study in systematic security selection.

Through a real-world case study, we show how optimization helps portfolio teams assess trade-offs, make defensible decisions, and measure the cost of constraints while staying aligned with governance standards.

Client Story
Saving hours at period-end

Urban Outfitters is a multinational lifestyle retailer with more than $360 million in assets under management.

Client Story