$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
Explore the evolution of the alternatives market for insurers, drawing on Clearwater’s proprietary database to reveal real-time allocation trends.
The investment management industry has long relied on risk factor models to navigate the complexity of global equity markets. But in recent years portfolio strategies have become more sophisticated, market structures have shifted, and the line between passive and active management has blurred. Against that backdrop, the limitations of any static model framework have become increasingly apparent.
Most compliance breaches aren’t discovered at order entry. They’re discovered at end of day, or after settlement, during an LP’s operational due diligence review, or by a regulator. For firms without automated pre-trade checks, every order sent is a potential…