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.

Client Story
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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

Disciplina Asset Management – Q&A

A Q&A with Brian Gan, COO, Disciplina Asset Management.

Client Story
Enfusion’s flexible technology unlocks efficiency for credit manager Livello

Learn how Livello improved their operational efficiencies by choosing a system with an integrated general ledger for shadow accounting and a provider that understands credit markets and instruments.

Client Story
Shadow accounting: An important factor in Quantix’s successful growth

Learn why Quantix chose Enfusion to improve their reconciliation, reporting, shadow accounting, and performance analysis.

Client Story
Metori Capital’s journey to efficiency and peace of mind

Learn how Enfusion streamlined Metori Capital’s middle and back office functions.

Client Story
$25B global asset manager reduces TCO by 65% while empowering growth

Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.

Client Story
Strategic growth simplified: Trium Capital partners with Enfusion

Trium selected Enfusion to streamline their portfolio management and reduce costs to support their rapid growth and operational complexity. Enfusion has driven significant efficiency gains, scalability, and strategic advantages for Trium in a competitive market.

Client Story
AJO Vista trusts Enfusion front-to-back to reduce costs and maintain their competitive edge

AJO Vista was created from the merger of two firms. Launching on Enfusion provided them with a unique opportunity to re-envision their business. Their CEO called it “revolutionary”.

Client Story
Melqart Asset Management: Scaling funds and streamlining operations with Enfusion

Melqart connects its middle office with front- and back-office functions using an agile, cloud-native infrastructure and operating model. With Enfusion at the core, this seam-free approach has enhanced efficiency, empowered smarter decision-making, and ensured the firm’s ability to scale effortlessly to meet new opportunities and market demands.

Client Story
Ghost Tree Capital found new ways to grow tall and branch out with Enfusion

Ghost Tree Capital had reached a critical decision point. It was considering launching a second investment strategy but had already outgrown its combination of internal Excel tools and legacy systems.

Client Story