List of Clearwater Prism Customers
Boise, 83702, ID,
United States
Since 2010, our global team of researchers has been studying Clearwater Prism 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 Prism for Portfolio and Investment Management 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 Prism for Portfolio and Investment Management include: M&G, a United Kingdom based Banking and Financial Services organisation with 6151 employees and revenues of $14.97 billion, Aegon Asset Management UK plc, a United Kingdom based Banking and Financial Services organisation with 380 employees and revenues of $4.00 billion, Erste Asset Management Austria, a Austria based Banking and Financial Services organisation with 386 employees and revenues of $331.0 million and many others.
Contact us if you need a completed and verified list of companies using Clearwater Prism, 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.
The Clearwater Prism customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aegon Asset Management UK plc | Banking and Financial Services | 380 | $4.0B | United Kingdom | Clearwater Analytics | Clearwater Prism | Portfolio and Investment Management | 2024 | n/a |
In 2024, Aegon Asset Management UK plc implemented Clearwater Prism to support global client reporting needs and provide a state of the art data hub for portfolio data access. Clearwater Prism is deployed as a Portfolio and Investment Management solution and was provisioned to centralize investment and client reporting across Aegon AM's global operations.
The implementation emphasized Clearwater Prism's data consolidation and reporting capabilities, including portfolio data aggregation, normalization, and both scheduled and on demand reporting workflows. The deployment configured Clearwater Prism as a central data hub to serve finance and client reporting processes, with role based data access and automated report distribution for client services and investment teams. Reporting modules were used to standardize client deliverables and to support rapid on demand query response.
Operational scope covered investment reporting and client services across Aegon AM's global operations, with finance identified as the primary business function consuming outputs. The rollout enabled the client services team to access higher quality portfolio data and respond to on demand client inquiries, aligning data access, reporting cadence, and governance to support consistent client responses. Governance activities focused on centralizing portfolio data access and standardizing reporting workflows to sustain global client reporting operations.
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Erste Asset Management Austria | Banking and Financial Services | 386 | $331M | Austria | Clearwater Analytics | Clearwater Prism | Portfolio and Investment Management | 2024 | n/a |
In 2024, Erste Asset Management implemented Clearwater Prism to aggregate multi-asset client investment data and deliver highly customized digital client reporting experiences. The deployment is positioned as a Portfolio and Investment Management solution to support client reporting and investment data management for finance across Central and Eastern Europe, and it explicitly targets improving asset flows and strengthening client service through centralized reporting and self service analytics.
The implementation focuses on data aggregation and normalization to create a consolidated multi asset view, configurable digital reporting templates, automated report generation and distribution, and embedded self service analytics for portfolio analysis. Clearwater Prism is configured to handle client level reporting workflows and investment data management processes, aligning reporting outputs with the firm s client servicing and portfolio oversight functions.
Operational coverage is across Central and Eastern Europe with the platform ingesting multi asset feeds from internal investment and accounting sources to produce unified client reports and analytic views. The deployment centralizes reporting data pipelines and standardizes data models to support consistent client communications and finance reporting across regional offices.
Governance changes center on centralized reporting ownership and role based access to Clearwater Prism for client servicing, portfolio management and finance teams, with process adjustments to support on demand client reporting and self service analytics. The program is described as intended to increase asset flows and strengthen client service through improved centralized reporting and client facing analytics capabilities.
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M&G | Banking and Financial Services | 6151 | $15.0B | United Kingdom | Clearwater Analytics | Clearwater Prism | Portfolio and Investment Management | 2024 | n/a |
In 2024, M&G implemented Clearwater Prism as a SaaS-based Portfolio and Investment Management solution to automate investment management and regulatory reporting for its insurance clients. The deployment includes a white-labeled client portal and is explicitly positioned to support investment accounting and client reporting workflows for M&G’s insurance solutions group.
Clearwater Prism was configured to deliver core investment accounting and regulatory reporting capabilities, together with client reporting and automated monthly report generation. The implementation emphasizes a cloud SaaS architecture with configurable reporting engines and client-facing portal functionality to streamline delivery of board packages and recurring finance reports.
Operational coverage spans M&G’s insurance solutions group and extends to international markets where third-party insurance clients receive white-labeled reporting. Governance and process changes focus on standardizing report production and board package workflows within finance, centralizing client-facing report distribution, and automating recurring investment accounting outputs to support regulatory and client reporting obligations.
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Buyer Intent: Companies Evaluating Clearwater Prism
- eBiZolution, a Philippines based Professional Services organization with 110 Employees
- Snowflake, a United States based Professional Services company with 8769 Employees
- Deutsche Boerse Group, a Germany based Banking and Financial Services organization with 14515 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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