$10 trillion in assets and 20 years of data, a compounding advantage that grows with every client we serve.
We don’t just bolt on AI to support the workflows of asset managers, asset owners, insurers, and hedge funds; we embed purpose-driven capabilities throughout the platform, executing them effortlessly to streamline operations and enhance efficiency.
Scaling and modernizing ops with disparate systems
You care about:
reconciliation, reporting, accounting, workflow automation, and compliance
Our platform gives you:
A unified operational backbone powered by AI —
automating complex, multi-step workflows across
your investment lifecycle
Gaining a full view of risk, valuation, complex scenarios
You care about:
modeling, scenario analysis, and portfolio insights across asset classes
Beacon by Clearwater gives you:
AI-powered risk analytics and modeling tools
that let you test scenarios, evaluate exposures, and
understand portfolio behavior in real time
Connecting portfolio construction and order management
You care about:
modeling, scenario analysis, and portfolio insights across asset classes
Enfusion by Clearwater gives you:
A front-to-back environment that streamlines portfolio management, trading, and execution — so decisions move seamlessly from idea to action
$10
trillion in assets
Powered by a single, trusted data foundation
1,000+
AI agents
Actively executing investment workflows across global firms
2,400
global clients
Automating millions of daily workflows
95%
reduction in reporting time
Transforming multi-hour processes into minutes
Private credit has been called a bubble, a black box, and the next 2008. It has also quietly become a core holding on some of the largest institutional balance sheets in the country. The headlines are loud and contradictory, but the data tells story of continued growth.
The Insurance Investment Outsourcing Report (IIOR) has long served as the industry-standard directory of insurance focused investment managers and investment consultants.
Join us for our flagship Connect event featuring three days of collaboration, innovation, leadership insights, and client‑driven discussions shaping investment operations.