CLIENT STORIES
See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.
Executive Summary Portfolio optimization replaces manual security selection with a rules-based, automated process that improves outcomes and handles complex constraints.…
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
Download our case study to learn how AAM uses Clearwater for active portfolio monitoring that delivers benefits to their clients.
Aegon Asset Management (Aegon AM) has implemented Clearwater PRISM for its global client reporting needs.
Quantix, a leader in commodity index investment strategies, is using Beacon to power their analytics and deliver targeted investment solutions addressing market needs such as inflation protection and net-neutral energy transitions.
Learn why Quantix chose Enfusion to improve their reconciliation, reporting, shadow accounting, and performance analysis.
RiverStone International is using Clearwater to automate and streamline its data consolidation, investment accounting, trade reconciliation, and reporting processes.
Clearwater’s automated daily reconciliation reduces Sagicor’s manual processes, eliminating 10 days from their month-end close.
Security Mutual chose Clearwater to enhance performance attribution, risk analysis, and decision-making capabilities to drive improved returns and reduced risk.
Learn why Sigmoid chose Enfusion as their ideal solution for trading and managing Asian equities and swaps, and their partner with local support and global expertise.
A Q&A with Gilles Fretigne, COO, Sparta Capital Management.
State of Florida The Florida Department of State strives to improve the quality of life for all Floridians. Headquarters Tallahassee,…
Clearwater for Stable Value is the technology that will allow us to advance our stable value fund operations and support our continued business growth.