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

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
A comprehensive solution for investment accounting operations and regulatory reporting

Aviva is a global provider of insurance, wealth and retirement businesses that uses the Clearwater platform for investment accounting operations.

Client Story
Aggregated portfolio view across multiple custodians and managers

Autodesk is a multinational software company with an investment portfolio of more than $2 billion in AUM.

Client Story
Integrated compliance monitoring across all portfolios

With Clearwater’s automated, scalable, and flexible reporting, Atara now has a singular, transparent view into all their accounts.

Client Story
Arlington County Treasurer’s Office Case Study

The Arlington County Treasurer’s Office serves a world-class urban community of residential and commercial neighborhoods that support a diverse population.

Client Story
Powerful technology for complex assets and account for mortgage-backed securities

The Arkansas Treasurer of State handles deposits and accounts from various sources, including state agencies, boards, and commissions.

Client Story
Aegon Asset Management | A successful implementation of Clearwater PRISM for best-in-class client engagement and service

Aegon Asset Management (Aegon AM) has implemented Clearwater PRISM for its global client reporting needs.

Client Story
ACERA | Clearwater transforms data validation and simplifies total plan reporting

The Alameda County Employees’ Retirement Association (ACERA) is the retirement pension plan for public employees in Alameda County, California who work for Alameda County and other agencies.

Client Story