List of Clearwater Order Management Customers
Boise, 83702, ID,
United States
Since 2010, our global team of researchers has been studying Clearwater Order Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clearwater Order Management for Trade Order Management System (TOMS) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clearwater Order Management for Trade Order Management System (TOMS) include: State of Louisiana, a United States based Government organisation with 69906 employees and revenues of $47.60 billion, School Employees Retirement System of Ohio, a United States based Insurance organisation with 166 employees and revenues of $1.71 billion, La France Mutualiste, a France based Insurance organisation with 500 employees and revenues of $423.0 million and many others.
Contact us if you need a completed and verified list of companies using Clearwater Order Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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La France Mutualiste | Insurance | 500 | $423M | France | Clearwater Analytics | Clearwater Order Management | Trade Order Management System (TOMS) | 2024 | n/a |
In 2024 La France Mutualiste implemented Clearwater Order Management to centralize unit-linked investment order workflows. The deployment leveraged Clearwater JUMP Unit-Linked Funds ULF as the basis for modernizing unit-linked activities within the insurer, and it was scoped to finance and investment operations in France under a Trade Order Management System (TOMS) use case.
Clearwater Order Management was configured to use Clearwater’s order-entry and order-management capabilities to automate trade and order entry, reconcile positions and transactions, and generate custodian communications and reporting. The implementation included orchestration of order lifecycles, automated reconciliations and reporting modules, and configuration of straight-through processing rules to reduce manual handoffs in unit-linked processing.
Operational coverage included onboarding all unit-linked activities for La France Mutualiste and centralizing workflows for the insurer’s finance and investment teams in France. Integrations focused on custodian communications and reconciliation touchpoints consistent with unit-linked operations. Governance efforts standardized order-entry controls and reporting workflows, and the vendor announcement explicitly references reduced manual processes and improved operational efficiency as outcomes.
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School Employees Retirement System of Ohio | Insurance | 166 | $1.7B | United States | Clearwater Analytics | Clearwater Order Management | Trade Order Management System (TOMS) | 2024 | n/a |
In 2024, the School Employees Retirement System of Ohio implemented Clearwater Order Management. The deployment uses Clearwater Order Management as a Trade Order Management System (TOMS) to support investment accounting across all asset classes and to streamline portfolio accounting and reporting for finance and investments operations in the United States.
Implementation emphasis is on core TOMS capabilities, expected to include order capture, workflow automation, trade lifecycle orchestration and allocation logic to align trade activity with accounting events. Clearwater Order Management is positioned to coordinate front to back workflows with automated handoffs into investment accounting processes, supporting consolidated accounting entries and position reconciliation. Configuration work is likely focused on asset class specific processing rules and accounting mappings to enable uniform treatment across equities, fixed income and alternative assets.
The program is scoped for finance and investment operations teams and is intended to centralize order, allocation and accounting data for portfolio managers, traders and portfolio accounting staff. Integrations are expected between Clearwater Order Management and Clearwater investment accounting and reporting capabilities to enable consolidated accounting and portfolio level reporting across asset classes. The deployment follows a vendor delivered order management and accounting architecture that centralizes transaction processing and reporting data.
Governance updates accompany the rollout to align trade operations, portfolio accounting and reporting workflows, including standardized accounting rules and audit trails to support consolidated reporting. The vendor announcement indicates Clearwater Order Management is expected to support improved accounting consolidation and reporting and to streamline portfolio accounting processes.
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State of Louisiana | Government | 69906 | $47.6B | United States | Clearwater Analytics | Clearwater Order Management | Trade Order Management System (TOMS) | 2024 | n/a |
In 2024, the State of Louisiana selected Clearwater Order Management to manage its Local Government Investment Pool (LGIP) and general fund portfolios, aligning public finance operations within the state treasury. The initiative is framed as a treasury-level deployment in the United States intended to centralize participant portals, statements and portfolio oversight for state-managed funds. This implementation establishes a single platform for participant access and reporting across LGIP and general fund workflows.
Clearwater Order Management is being used in the capacity of a Trade Order Management System (TOMS), and module usage is inferred from the vendor announcement to include order capture and trade processing, consolidated portfolio oversight, participant portal and statement generation, and compliance controls for short-duration cash investments. Configuration work is expected to emphasize portfolio hierarchies for LGIP participants, transaction lifecycle workflows, automated statement production and role-based access for participant and administrator users. The deployment of Clearwater Order Management centralizes reporting and operational controls for cash and portfolio administration.
Operational coverage targets treasury and LGIP administration teams statewide, standardizing participant access, statement delivery and portfolio monitoring processes. Governance will align around centralized control models, standardized reporting workflows and permissioned participant portals to reduce key-person risk and improve scalability as cited by the vendor. The implementation narrative focuses on system architecture and operational consolidation for public finance and treasury functions.
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