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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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.

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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.

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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.

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All client stories

Erste Asset Management | Clearwater PRISM to increase asset flows and strengthen client service

Erste Asset Management chose Clearwater’s cloud-native client reporting platform following a rigorous RFP selection process.

Client Story
Automation, integration saves time and solve challenges

Delphi Financial Group faced unique challenges managing a complex global portfolio across several legal entities and also wanted to reduce manual labor.

Client Story
$30 million revenue increase assisted by modern technology

Clearwater’s automated data aggregation and reconciliation enabled the City of Chicago's Treasurer’s office to increase their revenue by $30 million.

Client Story
Making accounting and reporting processes more efficient

With Clearwater, the City of Albuquerque has consolidated and up-to-date investment and accounting data on one integrated platform.

Client Story
A true SaaS solution for real estate investment trusts

The Clearwater solution provides Chimera with automated investment data management, accounting, reporting, and analytics.

Client Story
Reducing monthly close time by 8 business days

Chesapeake Employers’ Insurance Company is a Maryland-based insurance company specializing in worker’s compensation.

Client Story
A streamlined, integrated investment accounting process and faster month-end close

Catalina, a Bermuda based group, acquires and manages non-life insurance and reinsurance companies and portfolios in run-off.

Client Story
A full-lifecycle solution to administer first mutual fund domiciled in the Caribbean

Bank of Lucia relies on Clearwater’s solution for managed service, reconciliation and data aggregation capabilities, investment accounting, and NAV & CRM tools.

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