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

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
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