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

Centre uses Enfusion to take everything but alpha out of the equation

Learn how Centre Asset Management joined forces with Enfusion to significantly improve operational efficiencies and eliminate distractions.

Client Story
Jebsen Capital expands with Enfusion’s broad asset coverage

Learn how Jebsen Capital utilized Enfusion as a single source of truth for their entire portfolio and achieved multi-asset class expansion.

Client Story
Building for agility: ICP and the next generation of Nordic asset management

When a team of seasoned investors from Norges Bank Investment Management (NBIM) set out to launch ICP Asset Management in 2023, they saw an opportunity to offer their experience to external clients.

Client Story
Key Group: Real-time oversight, compliance confidence, and global growth with local support

In 2020, Key Group made the decision to move off legacy systems and convert to Enfusion. The transition marked a turning point in how the firm operated day to day.

Client Story
Lombardi Capital: Precision, confidence, and scale with outsourced execution

Lombardi Capital LLP Type Hedge fund Focus European long/short equity strategy AUM Tier $525M+ Client Since 2021 Profile Lombardi Capital LLP is a London-based hedge fund founded in 2021, managing a European-focused long/short equity strategy. From day one, the firm…

Client Story
PepGen’s next-level benchmarking

PepGen leverages Clearwater Insights for a better way to navigate the complexities of dynamic investment environments.

Client Story
Accelerating swap dealer registration at a global derivatives, trading, and alternative asset manager

Discover how Beacon's platform enhances risk management in energy trading with faster customization and comprehensive portfolio analytics.

Client Story
Enhancing pre-trade, economic, and post-trade risk management at an energy trading desk

Discover how Beacon's platform enhances risk management in energy trading with faster customization and comprehensive portfolio analytics.

Client Story
Integrated Portfolio Intelligence (IPI): Innovating at the speed of markets to generate compelling alternative returns

Would you like to level the playing field and have the same cross-asset investment and risk management capabilities as the world’s largest investment managers? Read how alternative investment firm Integrated Portfolio Intelligence is using Beacon to move at the speed of markets and generate compelling returns.

Client Story