Clearwater brings your PMS, OEMS, analytics, and compliance into one cloud-native platform. With real-time data, embedded trade controls, open APIs, and seamless execution, you experience the efficiencies of a streamlined workflow.
Disconnected PMS, OEMS, and compliance systems create gaps in visibility and control. That leads to costly delays, compliance risk, and operational slowdowns — especially as firms adopt more complex investments and portfolio strategies.
Clearwater unifies portfolio management, trading, portfolio oversight, accounting, and risk, so your entire investment lifecycle runs on clean data and connected workflows.
Clearwater unifies portfolio management, trading, portfolio oversight, accounting, and risk, so your entire investment lifecycle runs on clean data and connected workflows.
Enfusion powers front-to-back operations with a unified PMS and OEMS platform for portfolio construction, execution, cleaner data, and seamless trade processing.
Beacon integrates advanced analytics and custom modeling into PMS/OEMS workflows, giving portfolio managers and risk teams a shared view of exposure.
Eliminate workflow barriers so you can focus on managing money, supporting clients, and responding to markets with speed and precision.
Trade confidently across asset classes with pre-trade compliance, customizable trading tools, and seamless access to liquidity.
Launch into new markets without disrupting existing workflows — thanks to a unified, PMS/OEMS framework.
Keep every team aligned with a single source of truth, eliminating data silos and improving operational accuracy and efficiency.
Get a single view of investment data, modeling, valuation, and risk.
Instantly access positions, cash, and exposures across accounts, strategies, and asset classes.
Manage equities, fixed income, FX, derivatives, alternatives, and structured products within one unified framework.
Monitor attribution, risk metrics, and benchmarks with configurable dashboards and reports.
Run scenario analysis, stress tests, and forward-looking simulations across strategies and holdings.
Organize data by desk, strategy, client, or vehicle with customizable views that reflect your operational structure.
Access a comprehensive history of trades, valuations, and positions with business intelligence platform integration.
Support multi-asset execution with modern OEMS capabilities.
Eliminate workflow barriers so you can respond to markets with speed and precision.
Define trading strategies, route, manage, and allocate orders with full visibility from intent to execution.
Prevent violations with compliance rules that support regulatory, firm, and client restrictions.
Tailor views to roles and strategies, including real-time market data, order status, and exception handling.
Route trades electronically with integration to access your liquidity sources.
Automate allocations based on rules, percentages, or account hierarchies.
Fully transparent timestamped logs, trade amendments, and historical records of all activity.
The platform uses a single, cloud-native data model to natively deliver a unified portfolio accounting integration that connects order management system (OMS) functions directly with back-office ledgers. By establishing a continuous, live data pipeline between your Investment Book of Record (IBOR) and Accounting Book of Record (ABOR), Enfusion removes operational data silos entirely, providing an immutable, synchronized record across the entire investment lifecycle.
Legacy post-trade checks are far too reactive; modern execution requires instantaneous, pre-trade compliance and risk checks—such as real-time liquidity tests, leverage caps, and sanction screening—at the exact point of trade. Enfusion leverages centralized compliance rule libraries to catch and block non-compliant executions before they ever touch the portfolio.
For institutional buyers, evaluating an enterprise portfolio order management platform usually comes down to three things: cloud-native architecture, cross-asset capabilities, and deep workflow automation. But the real game-changer is native ledger integration. The Clearwater ecosystem completely eliminates the traditional disconnect between departments, ensuring your front-office trading, automated compliance libraries, and investment accounting all run simultaneously on a single, shared data foundation.
Legacy portfolio order management systems rely on rigid, fragmented architecture that disconnects front-office trading workflows from underlying books of record, such as the IBOR and ABOR. When trading systems receive delayed or batch-reconciled data from these separate books, firms face heightened operational risk, execution errors, and manual workarounds. Enfusion replaces these disconnected legacy trading setups with a cloud-native framework, delivering a single source of real-time data integrity required for high-conviction decision-making.
To support complex, blended allocation strategies, institutional managers need a seamless bridge between public asset execution and private market operations. Enfusion pairs front-office trading for traditional public securities with Clearwater’s robust accounting and operational coverage for private credit, real estate, and private equity. This combined ecosystem consolidates disparate data structures into a single, unified “whole portfolio” view across all asset classes.
See how a superior comprehensive investment management platform enables you to pursue alpha with speed.