CLIENT STORIES
See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.
Caledonia Investments enhances decision-making with integrated data solutions.
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
Executive Summary Portfolio optimization replaces manual security selection with a rules-based, automated process that improves outcomes and handles complex constraints.…
Download our case study to learn how AAM uses Clearwater for active portfolio monitoring that delivers benefits to their clients.
Pool Re will transition from a custodian-based model to Clearwater’s market-leading investment accounting and reporting platform.
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,…