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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Meeder Public Funds Scales Government Reporting and Transparency with Clearwater 

Meeder selected Clearwater as its investment accounting and reporting platform based on three core strengths.

Client Story
Glass tower. NYC. Skyscraper.
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Blackstone: Leveraging Beacon by Clearwater and Snowflake to Enhance its Data and Analytics Capabilities

Centralizing Data & Analytics? Blackstone chose Beacon to build cloud native models fast and with full transparency.

Client Story
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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

All client stories

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
Custom reporting for portfolio transparency

New Mexico Finance Authority has a portfolio of more than $600 million in AUM. The portfolio includes U.S. government debt, money market funds, and more.

Client Story
MSIG Singapore | Modern software to power investment reporting operations

MSIG Singapore selected Clearwater Analytics to power its investment data management, portfolio analytics, and investment reporting operations.

Client Story
Montaigne Capital revolutionizes efficiency and client service with automated externally managed solution

Montaigne Capital is an Asset Management company whose mission is to provide its clients with a true conviction-based investment management service.

Client Story
Keeping up with rapid LP growth and regulatory requirements

Midwestern University is dedicated to providing academic programs that prepare skilled and dedicated healthcare workers to meet the growing needs of society.

Client Story
Consolidated and integrated data for in-depth portfolio transparency

Mercury Insurance has a large and complex investment portfolio, with more than $3.5 billion in assets under management (AUM).

Client Story
M&G Investments | Scales and drives growth with Clearwater PRISM

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

Client Story
Using Clearwater’s reporting to proactively support client investment reporting requirements

London & Capital (L&C) is focused on preserving clients’ wealth and growing capital through tailored investment strategies utilizing diverse asset classes.

Client Story