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 a global hedge fund is moving away from spreadsheets to accelerate deal flow and improve cash flow management, by automating core processes with minimal impact on IT.
This case study highlights Delphi Financial Group's success with Clearwater.
Delphi Financial Group faced unique challenges managing a complex global portfolio across several legal entities and also wanted to reduce manual labor.
A Q&A with Brian Gan, COO, Disciplina Asset Management.
Learn why Epimelis chose Enfusion as their partner, with local expertise and a platform that provides support for trading Chinese instruments and event-driven strategies.
Erste Asset Management chose Clearwater’s cloud-native client reporting platform following a rigorous RFP selection process.
France Active went live on the Clearwater platform to simplify their investment accounting operations and centralize their accounting book of record.
Clearwater for Stable Value will provide Franklin Templeton with scalable investment technology, daily portfolio insights, and stable value-specific capabilities.
With Clearwater, Garmin has access to a detailed and consolidated view of all their investments at any time.