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Clearwater
    • Platform overview Explore the unified, front-to-back platform.
    • Investment lifecycle Connect the front, middle, and back office.
    • GenAI Enhance decision-making and strategies.
    • Partners Join or view the Clearwater partner network.
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    • Investment data management Keep data consistent across portfolios.
    • Portfolio and order management Protect alpha and scale without compromise.
    • Investment book of record (IBOR) View accurate positions, exposures, and cash.
    • Risk and performance Monitor, model, and manage complex portfolios.
    • Accounting and reporting Support every asset and accounting basis.
    • Pre- and post-trade compliance Attain end-to-end portfolio compliance oversight.
    • Regulatory compliance Simplify regulatory compliance and reporting.
    • Alternatives Gain a unified view of public and private assets.
    • Enfusion by Clearwater Unify portfolio management and order execution.
    • Beacon by Clearwater Improve cross-asset trading and risk management.
    • By Firm Type
      • Asset managers Firms managing diverse client portfolios.
      • Banks Global and regional financial institutions.
      • Corporates Corporate treasuries managing surplus capital.
      • Energy Companies trading commodities and assets.
      • Hedge funds Funds running fast-moving strategies.
      • Insurance Insurers balancing risk, return, and regulation.
      • Pensions and endowments Long-term institutional capital stewards.
      • Public sector Government entities managing public funds.
    • By Role
      • Finance and accounting Leaders focused on financial accuracy.
      • Investment Leaders driving portfolio strategy.
      • Operations Leaders improving operational workflows.
      • Risk Leaders overseeing risk and compliance.
      • Technology Leaders modernizing investment tech stacks.
    • Client stories See how leading firms succeed with Clearwater.
    • Support Get fast answers and technical support.
    • Resource center Explore reports, on-demand webinars, and videos.
    • Research Desk Access Clearwater’s proprietary data series.
    • Clearwater Connect 2026 Join peers transforming investment operations.
    • Blog Read the latest thought leadership.
    • Events See upcoming events and past recordings.
    • Who we are Learn about our mission, values, and goals.
    • Leadership team Meet the people guiding our vision forward.
    • Investor relations Get essential information for shareholders.
    • Newsroom Explore Clearwater news.
    • Offices & Locations Our expertise is global.
    • Awards View industry recognition and accolades.
    • ESG Read our commitment to sustainable growth.
    • Careers Join a global team that’s leading the future.
    • Contact us Get in touch with a Clearwater expert.
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Updates: General Terms and Conditions

 

  • March 8, 2021 (Version 1)
  • June 15, 2021 (Version 2)
  • July 1, 2023 (Version 3)
  • December 15, 2023 (Version 4)
  • January 19, 2024 (Version 4.1)
  • February 28, 2024 (Version 4.2)
Also of Interest
  • Investment Data Management Solutions
  • Investment Management Resource Center
  • Investment Lifecycle Management Platform
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  • Platform
    • Platform overview
    • Investment lifecycle
    • GenAI
    • Partners
  • Industries
    • Asset managers
    • Banks
    • Corporates
    • Energy
    • Hedge funds
    • Insurance
    • Pensions and endowments
    • Public sector
  • Solutions
    • Investment data management
    • Portfolio and order management
    • IBOR
    • Risk and performance
    • Accounting and reporting
    • Pre- and post-trade compliance
    • Alternatives
    • Enfusion by Clearwater
    • Beacon by Clearwater
  • Resources
    • Research Desk
    • Blog
    • Events
    • Resource center
  • About Us
    • Who we are
    • Leadership team
    • Investor relations
    • Newsroom
    • ESG
    • Careers
    • Contact us
    • Offices & Locations
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    • Platform overview
    • Investment lifecycle
    • GenAI
    • Partners
    • Investment data management
    • Portfolio and order management
    • Investment book of record (IBOR)
    • Risk and performance
    • Accounting and reporting
    • Pre- and post-trade compliance
    • Regulatory compliance
    • Alternatives
    • Enfusion by Clearwater
    • Beacon by Clearwater
    • By Firm Type
    • Asset managers
    • Banks
    • Corporates
    • Energy
    • Hedge funds
    • Insurance
    • Pensions and endowments
    • Public sector
    • By Role
    • Finance and accounting
    • Investment
    • Operations
    • Risk
    • Technology
    • Client stories
    • Support
    • Resource center
    • Research Desk
    • Clearwater Connect 2026
    • Blog
    • Events
    • Who we are
    • Leadership team
    • Investor relations
    • Newsroom
    • Offices & Locations
    • Awards
    • ESG
    • Careers
    • Contact us
Talk to an Expert Clearwater Login Enfusion Login Client Support