CLIENT STORIES

CWAN client success stories.

See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.

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Real-time risk: Improving margins, reducing risk, and providing data transparency

Regional U.S. bank at a glance Over USD 500 billion in total assets. More than USD 20 billion in annual revenue. Looking to differentiate capital market services and bring risk in-house. Want a more accurate, real-time view of risks and…

Client Story
AI agents and CWIC flow with multi-agent systems to demonstrate seamless integration.
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Portfolio optimization: A case study in systematic security selection.

​​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,…

Client Story
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Caledonia Investments: A Faster, Smarter Edge with Data

Caledonia Investments enhances decision-making with integrated data solutions.

Client Story
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$25B global asset manager reduces TCO by 65% while empowering growth

Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.

Client Story

All client stories

Powerful technology for complex assets and account for mortgage-backed securities

The Arkansas Treasurer of State handles deposits and accounts from various sources, including state agencies, boards, and commissions.

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
Arlington County: Becoming a growth enabler by using modern technology

Case study on how Arlington County Treasurer's Office fostered growth and operational efficiency with the help of Clearwater Analytics.

Client Story
$30 million revenue increase assisted by modern technology

The Arlington County Treasurer’s Office serves a world-class urban community of residential and commercial neighborhoods that support a diverse population.

Client Story
Automated, scalable NAIC, Schedule D, and book-of-record reporting

AAM provides insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment.

Client Story
Integrated compliance monitoring across all portfolios

With Clearwater’s automated, scalable, and flexible reporting, Atara now has a singular, transparent view into all their accounts.

Client Story
Aggregated portfolio view across multiple custodians and managers

Autodesk is a multinational software company with an investment portfolio of more than $2 billion in AUM.

Client Story
A comprehensive solution for investment accounting operations and regulatory reporting

Aviva is a global provider of insurance, wealth and retirement businesses that uses the Clearwater platform for investment accounting operations.

Client Story
AXA XL | Partnering with one of the world’s largest property and casualty re/insurers

M&G Investments has selected Clearwater Analytics as its SaaS-based investment accounting solution.

Client Story