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.

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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.

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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.

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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.

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All client stories

T. Rowe Price | Powers stable value investment operations with Clearwater Analytics

Clearwater for Stable Value is the technology that will allow us to advance our stable value fund operations and support our continued business growth.

Client Story
State of Florida | Bringing internal and external books into a single view

State of Florida The Florida Department of State strives to improve the quality of life for all Floridians. Headquarters Tallahassee, Florida Assets Under Management $61B Website https://www.myflorida.com/ As the State of Florida expanded its investment portfolio, it faced growing challenges…

Client Story
Security Mutual Group | Selects Clearwater to drive improved returns and reduced risk

Security Mutual chose Clearwater to enhance performance attribution, risk analysis, and decision-making capabilities to drive improved returns and reduced risk.

Client Story
Saving time at the month-end close with daily, automated processes

Clearwater’s automated daily reconciliation reduces Sagicor’s manual processes, eliminating 10 days from their month-end close.

Client Story
RiverStone International goes live on Clearwater in remarkable four months

RiverStone International is using Clearwater to automate and streamline its data consolidation, investment accounting, trade reconciliation, and reporting processes.

Client Story
Pool Re | Partners with Clearwater Analytics to support its investment accounting and reporting processes

Pool Re will transition from a custodian-based model to Clearwater’s market-leading investment accounting and reporting platform.

Client Story
PepGen | Navigating an ever-changing interest rate environment with confidence

Learn how Clearwater provides PepGen with detailed insights enabling data-driven decisions that align with industry best practices.

Client Story
Saving time with automated mark-to-market adjustments

Palm Beach County partnered with Clearwater to automate investment accounting processes and solve challenges around posting mark-to-market adjustments.

Client Story
NorthStandard embraces Clearwater to gain comprehensive view of investment portfolios following M&A expansion

NorthStandard is one of the leading providers of global marine insurance products and services across the maritime industries that uses the Clearwater solution.

Client Story