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.

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
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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.

Client Story
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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.

Client Story

All client stories

How a leading airline maximizes yield during market uncertainty

This Fortune 500 airline places high importance on having the most efficient technology and uses Clearwater daily to solve the pain points associated with opening and reporting on six SMA’s with a lean team.

Client Story
Saving time since 2013 on Clearwater: Palm Beach County

Discover how Palm Beach County saves time by using Clearwater Analytics for investment accounting and reporting.

Client Story
City Treasurer of Chicago: Using modern technology

Case study on the City Treasurer of Chicago and their use of Clearwater Analytics for investment accounting and reporting.

Client Story
Efficiency through automation: Arkansas Treasurer of State

Learn how the Arkansas treasurer of state and their use of Clearwater Analytics for investment accounting and reporting.

Client Story
Intuitive Surgical

With Clearwater, Intuitive Surgical’s team took back their work day and spends more time making strategic investment decisions.

Client Story
Asset Allocation and Management (AAM)

Download our case study to learn how AAM uses Clearwater for active portfolio monitoring that delivers benefits to their clients.

Client Story
Accelerating deal flow and cash flow management by migrating away from spreadsheets

Learn how a global hedge fund is moving away from spreadsheets to accelerate deal flow and improve cash flow management, by automating core processes with minimal impact on IT.

Client Story
Delphi Financial Group

This case study highlights Delphi Financial Group's success with Clearwater.

Client Story
Adopting IFRS 9: A case study for insurers (JPM)

Case study on new reporting standard requirements using an insurance client of J.P. Morgan Asset Management and Clearwater.

Client Story