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

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
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