List of Clearwater Wilshire Atlas Customers
Boise, 83702, ID,
United States
Since 2010, our global team of researchers has been studying Clearwater Wilshire Atlas 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 Wilshire Atlas for Portfolio and Investment Performance and Planning 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 Wilshire Atlas for Portfolio and Investment Performance and Planning include: Markel, a United States based Insurance organisation with 22000 employees and revenues of $16.62 billion, M&G, a United Kingdom based Banking and Financial Services organisation with 6151 employees and revenues of $14.97 billion, JP Morgan (Asset Management & Private Wealth Management), a United States based Banking and Financial Services organisation with 15000 employees and revenues of $13.20 billion, Chimera Investment Corporation, a United States based Banking and Financial Services organisation with 38 employees and revenues of $1.09 billion and many others.
Contact us if you need a completed and verified list of companies using Clearwater Wilshire Atlas, 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 Wilshire Atlas 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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Chimera Investment Corporation | Banking and Financial Services | 38 | $1.1B | United States | Clearwater Analytics | Clearwater Wilshire Atlas | Portfolio and Investment Performance and Planning | 2022 | n/a |
In 2022, Chimera Investment Corporation implemented Clearwater Wilshire Atlas to automate investment data management, accounting, reporting and analytics for its complex mortgage-backed REIT portfolio in the United States. The deployment targets Portfolio and Investment Performance and Planning requirements, centralizing performance and analytics capabilities alongside income and balance sheet accounting workflows to improve transparency and support sophisticated accounting requirements.
Clearwater Wilshire Atlas was configured to consolidate investment data feeds, normalize position and transaction records, and drive portfolio accounting and performance measurement workflows. Configuration emphasized automated reconciliation, standardized reporting templates, and time series analytics to support internal reporting and external investor communications, aligning system outputs with REIT accounting and regulatory reporting needs.
Operational coverage focused on Chimera's mortgage-backed REIT investment operations and accounting functions across its US footprint, with governance centered on a single source of truth for investment data and a controlled reporting cadence. The implementation improved transparency and supported the companys sophisticated accounting requirements without specifying prior systems or external integrators, keeping control of investment reporting and analytics within centralized operational processes.
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JP Morgan (Asset Management & Private Wealth Management) | Banking and Financial Services | 15000 | $13.2B | United States | Clearwater Analytics | Clearwater Wilshire Atlas | Portfolio and Investment Performance and Planning | 2010 | n/a |
In 2010, JP Morgan (Asset Management & Private Wealth Management) implemented Clearwater Wilshire Atlas to strengthen portfolio analytics and manager evaluation within its Investment Analytics and Consulting team in Brooklyn, NY. Clearwater Wilshire Atlas was provisioned as a core component of the Portfolio and Investment Performance and Planning environment to centralize equity performance measurement and attribution workflows.
The deployment emphasized equity attribution via Wilshire Atlas and was paired operationally with Wilshire Axiom for fixed income analytics, enabling return attribution across sector, style, region, the term structure of interest rates, ratings quality, and manager selection. Functional capabilities configured included portfolio performance measurement, security level characteristics analysis, ex ante risk measurement such as VaR, beta and alpha contribution, and tools for plan and manager analysis.
Operational coverage included corporate and state portfolios and supported consultative services used by investment consultants and portfolio managers, including global manager searches. Analysts applied Clearwater Wilshire Atlas features to conduct ratio analysis, universe comparison, portfolio optimization, and peer grouping for manager selection, and to analyze portfolios with assets worth 6 billion dollars.
Governance changes centered on embedding standardized attribution and risk reporting into manager evaluation and reporting workflows, enabling repeatable consultative processes across the Investment Analytics and Consulting function. The implementation structured performance measurement, attribution, and manager search workflows to support consistent analytics and decision support within JP Morgan (Asset Management & Private Wealth Management).
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M&G | Banking and Financial Services | 6151 | $15.0B | United Kingdom | Clearwater Analytics | Clearwater Wilshire Atlas | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024, M&G selected Clearwater PRISM to automate investment accounting and client reporting for its insurance solutions business in the United Kingdom. The program also included implementation of Clearwater Wilshire Atlas to deliver enhanced performance and risk analytics as part of its Portfolio and Investment Performance and Planning capability.
The deployment focused on Clearwater PRISM modules for investment accounting automation and client reporting orchestration, while Clearwater Wilshire Atlas was used to provide consolidated performance attribution, risk analytics, and time series performance feeds for downstream reporting. Configuration emphasized automated report generation, standardized data models for accounting and performance, and scheduled production of monthly statements.
Operational coverage targeted M&G’s insurance solutions business in the United Kingdom, impacting investment operations, reporting teams, and compliance functions responsible for monthly and regulatory filings. The rollout prioritized automation of monthly and regulatory report pipelines to improve the timeliness and accuracy of deliverables.
Governance changes aligned data reconciliation and audit controls between accounting outputs and performance analytics, centralizing reporting workflows and formalizing ownership for reconciliations and regulatory submissions. Clearwater PRISM and Clearwater Wilshire Atlas are positioned to provide a unified Portfolio and Investment Performance and Planning infrastructure for ongoing reporting cadence and analytics needs.
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Insurance | 22000 | $16.6B | United States | Clearwater Analytics | Clearwater Wilshire Atlas | Portfolio and Investment Performance and Planning | 2022 | n/a |
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