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.

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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.

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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.

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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.

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All client stories

Quantix commodities case study: Building focused commodity indices to address changing market needs and enhance risk management

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.

Client Story
Case Study: Midwestern University

With a rapidly growing portfolio of alternative assets, the team at Midwestern University agreed they would benefit from the automation of the aggregation, reconciliation, and reporting of all their assets.

Client Story
How a major university minimizes time spent on alternative investments

University foundations have cumbersome accounting processes as a result of large investments in limited partnerships and alternative assets. See how this major University minimizes time spent on alternative investments.

Client Story
Clearwater for Lloyd’s

More than 50% of Lloyd’s companies trust Clearwater to handle their Lloyd’s reporting and investment data management, learn why.

Client Story
Blackstone case study: Centralizing data and analytics to deliver greater insights, faster

Centralizing Data & Analytics? Blackstone chose Beacon to build cloud native models fast and with full transparency.

Client Story
Lloyd’s Reporting with Clearwater

Lloyd’s companies trust Clearwater to solve their operational pain points and the benefits of a proactive solution for regulatory requirements.

Client Story
Case Study: Leader in financial guaranty insurance

Discover how Clearwater was the solution to automate operational challenges around the implementation of CECL and become a leader for Financial Guaranty Insurance.

Client Story
PIMCO case study: Transforming spreadsheets into scalable cloud objects and increasing returns

Read about PIMCO's success transforming spreadsheets with Beacon's Excel Evaluator and learn how they reduced reliance on spreadsheets.

Client Story
Case study: Top provider of global stablecoin

Discover how Global Stablecoin, a cryptocurrency, leverages Clearwater to automate their regulatory, attestation, and investment accounting reports to provide 100% transparency to their clients and investors.

Client Story