CLIENT STORIES

Clearwater client success stories.

See how leading institutional investors use Clearwater to solve complex challenges across the investment lifecycle.

medium
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
medium
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
medium
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.

Client Story
medium
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

Pantechnicon uses Enfusion to optimize the entire trade lifecycle

As a front-to-back platform, Enfusion provides Pantechnicon with portfolio management, order management, risk management, and general ledger accounting.

Client Story
Tidan Capital’s hidden asset: Technology in a multi-fund transformation

In 2024, Enfusion’s SaaS platform, integrating trading, risk management, and compliance, became the hidden asset powering Tidan Capital’s ambitious transformation from a single-strategy fund to a multi-fund boutique.

Client Story
Amundsen scales new heights with Enfusion’s cutting-edge platform

Amundsen chose Enfusion as its core platform when it launched in 2020. Enfusion’s flexible, modular Portfolio and Order Management System (PMS and OMS) is crucial for Amundsen’s operational efficiency and long-term growth, enabling the firm to remain agile and self-sufficient while trading seamlessly with multiple brokers.

Client Story
One platform for multiple asset classes

Read below how the partners at CastleKnight Management LP ensured they had the right platform to manage their event-driven / special situations strategy.

Client Story
Trading across geographies has never been so easy

AIIM Investment Management has partnered with Enfusion to increase their global trading efficiency.

Client Story
Credit support gives hedge fund room for growth

A Q&A with Gilles Fretigne, COO, Sparta Capital Management.

Client Story
China-focused Epimelis Capital gains a scalable, efficient system with Enfusion

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.

Client Story
Kingsway Capital reaches new frontiers with help from Enfusion

Learn how Enfusion helped Kingsway Capital to streamline their operations and achieve the scale to enter new markets and asset classes.

Client Story
INOCAP Gestion gains speed, effectiveness, and confidence

Discover how digital workflow and real-time data changed the game for INOCAP.

Client Story