CLIENT STORIES
See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.
This top‑10 super‑regional U.S. bank, with more than $500 billion in assets and over $20 billion in annual revenue, offers a broad portfolio of consumer and commercial services. Its commercial and capital markets teams aim to deliver advisory and funding solutions that help clients grow their businesses, manage capital, and mitigate financial risks.
Through a real-world case study, we show how optimization helps portfolio teams assess trade-offs, make defensible decisions, and measure the cost of constraints while staying aligned with governance standards.
With Enfusion in place, Caledonia’s internal team now produces a comprehensive monthly Management Information pack by the third business day of each month. The solution integrates with key external data sources such as Bloomberg and LP Analyst, helping Caledonia bring together a more complete and consistent investment view.
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
Learn how the Arkansas treasurer of state and their use of Clearwater Analytics for investment accounting and reporting.
The Arkansas Treasurer of State handles deposits and accounts from various sources, including state agencies, boards, and commissions.
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.