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.

Client Story

All client stories

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
Automated, scalable NAIC, Schedule D, and book-of-record reporting

AAM provides insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment.

Client Story
Seamless all-in-one solution powers Sigmoid’s Pan-Asian fund

Learn why Sigmoid chose Enfusion as their ideal solution for trading and managing Asian equities and swaps, and their partner with local support and global expertise.

Client Story