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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Meeder Public Funds Scales Government Reporting and Transparency with Clearwater 

Meeder selected Clearwater as its investment accounting and reporting platform based on three core strengths.

Client Story
Glass tower. NYC. Skyscraper.
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Blackstone: Leveraging Beacon by Clearwater and Snowflake to Enhance its Data and Analytics Capabilities

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

Client Story
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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

All client stories

Enhancing pre-trade, economic, and post-trade risk management at an energy trading desk

Discover how Beacon's platform enhances risk management in energy trading with faster customization and comprehensive portfolio analytics.

Client Story
Integrated Portfolio Intelligence (IPI): Innovating at the speed of markets to generate compelling alternative returns

Would you like to level the playing field and have the same cross-asset investment and risk management capabilities as the world’s largest investment managers? Read how alternative investment firm Integrated Portfolio Intelligence is using Beacon to move at the speed of markets and generate compelling returns.

Client Story
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
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