CLIENT STORIES
See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.
This top‑10 super‑regional U.S. bank, with more than $500 billion in assets and over $20 billion in annual revenue, offers a broad portfolio of consumer and commercial services. Its commercial and capital markets teams aim to deliver advisory and funding solutions that help clients grow their businesses, manage capital, and mitigate financial risks.
Through a real-world case study, we show how optimization helps portfolio teams assess trade-offs, make defensible decisions, and measure the cost of constraints while staying aligned with governance standards.
With Enfusion in place, Caledonia’s internal team now produces a comprehensive monthly Management Information pack by the third business day of each month. The solution integrates with key external data sources such as Bloomberg and LP Analyst, helping Caledonia bring together a more complete and consistent investment view.
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
London & Capital (L&C) is focused on preserving clients’ wealth and growing capital through tailored investment strategies utilizing diverse asset classes.
M&G Investments has selected Clearwater Analytics as its SaaS-based investment accounting solution.
University foundations have cumbersome accounting processes as a result of large investments in limited partnerships and alternative assets. See how this major University minimizes time spent on alternative investments.
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.
Mercury Insurance has a large and complex investment portfolio, with more than $3.5 billion in assets under management (AUM).
Learn how Enfusion streamlined Metori Capital’s middle and back office functions.
With a rapidly growing portfolio of alternative assets, the team at Midwestern University agreed they would benefit from the automation of the aggregation, reconciliation, and reporting of all their assets.
Midwestern University is dedicated to providing academic programs that prepare skilled and dedicated healthcare workers to meet the growing needs of society.
Montaigne Capital is an Asset Management company whose mission is to provide its clients with a true conviction-based investment management service.