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. This whitepaper explains how institutional investors can apply optimization to sharpen decisions and simplify portfolio management. Optimization tools manage constraints,…
Download our case study to learn how AAM uses Clearwater for active portfolio monitoring that delivers benefits to their clients.
The Arkansas Treasurer of State handles deposits and accounts from various sources, including state agencies, boards, and commissions.
Case study on how Arlington County Treasurer's Office fostered growth and operational efficiency with the help of Clearwater Analytics.
The Arlington County Treasurer’s Office serves a world-class urban community of residential and commercial neighborhoods that support a diverse population.
AAM provides insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment.
With Clearwater’s automated, scalable, and flexible reporting, Atara now has a singular, transparent view into all their accounts.
Autodesk is a multinational software company with an investment portfolio of more than $2 billion in AUM.
Aviva is a global provider of insurance, wealth and retirement businesses that uses the Clearwater platform for investment accounting operations.
M&G Investments has selected Clearwater Analytics as its SaaS-based investment accounting solution.
Bank of Lucia relies on Clearwater’s solution for managed service, reconciliation and data aggregation capabilities, investment accounting, and NAV & CRM tools.