CLIENT STORIES

Clearwater client success stories.

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

medium
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
medium
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
medium
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.

Client Story
medium
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.

Client Story

All client stories

Using automation to eliminate manual investment accounting processes

Jackson County, Oregon, manages a portfolio of more than $350 million in AUM. Their portfolio includes equities, bonds, and more.

Client Story
Taking back the workday and spending more time making strategic investment decisions

Intuitive Surgical is a healthcare equipment and services company with a portfolio of more than one billion dollars in assets under management (AUM). Their portfolio includes equities, corporate bonds, municipal bonds, agency discount bonds, and more.

Client Story
Industrial Alliance Portfolio Management | Chooses Clearwater’s risk and performance reporting to gain competitive edge

Industrial Alliance Portfolio Management’s (IAPM) selected Clearwater Analytics to enhance its performance attribution and risk analysis capabilities.

Client Story
Saving time and resources with automated FAS reporting

Clearwater’s automated reporting functionality for FAS 115-2 and other disclosures saves time and money for Halyard and its clients.

Client Story
Groupama Gan Vie (GGVie) chose Clearwater for a comprehensive solution to strengthen unit-linked insurance position

The Groupama Group's sole personal insurance subsidiary, with 4.8 billion euros in turnover in 2022, Groupama Gan Vie designs, underwrites, and manages life and health insurance contracts, including savings, retirement, protection, and health, marketed by the Group's five distribution networks.

Client Story
Saving time throughout the investment accounting process

With Clearwater, Greater Houston Community Foundation has found significant time savings throughout their investment accounting processes.

Client Story
Gaining a detailed and consolidated view across all investments

With Clearwater, Garmin has access to a detailed and consolidated view of all their investments at any time.

Client Story
Franklin Templeton | Clearwater for stable value to drive growth and accelerate stable value fund management

Clearwater for Stable Value will provide Franklin Templeton with scalable investment technology, daily portfolio insights, and stable value-specific capabilities.

Client Story
France Active | Boosts transparency, French GAAP compliance, and overall investment oversight

France Active went live on the Clearwater platform to simplify their investment accounting operations and centralize their accounting book of record.

Client Story