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.
The Alameda County Employees’ Retirement Association (ACERA) is the retirement pension plan for public employees in Alameda County, California who work for Alameda County and other agencies.
In 2024, Enfusion’s SaaS platform, integrating trading, risk management, and compliance, became the hidden asset powering Tidan Capital’s ambitious transformation from a single-strategy fund to a multi-fund boutique.
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.
Trium selected Enfusion to streamline their portfolio management and reduce costs to support their rapid growth and operational complexity. Enfusion has driven significant efficiency gains, scalability, and strategic advantages for Trium in a competitive market.
Urban Outfitters is a multinational lifestyle retailer with more than $360 million in assets under management.