Clearwater
Beacon by Clearwater Analytics provides cross-asset trading, risk management, and portfolio modeling for investment teams.
About
Beacon by Clearwater is a unified front-to-back investment management platform for complex portfolios. It supports cross-asset trading, risk analysis, and flexible modeling in one environment.
The platform is designed for investment and risk teams that need to model, manage, and monitor portfolios in real time. It helps teams bring trading and risk workflows together with a shared data foundation.
Beacon is positioned for institutions operating at scale across public and private markets, including energy and commodities use cases.
The platform is designed for investment and risk teams that need to model, manage, and monitor portfolios in real time. It helps teams bring trading and risk workflows together with a shared data foundation.
Beacon is positioned for institutions operating at scale across public and private markets, including energy and commodities use cases.
Partner Program
Clearwater runs a partner network for firms that support institutional investment operations across the financial ecosystem. The program is built for asset servicers, consulting firms, prime brokers, strategic advisors, trading platforms, execution venues, cloud infrastructure providers, and integrated software companies.
Partners work with Clearwater to extend its cloud-native investment management platform across trading, modeling, accounting, risk, valuation, and regulatory reporting workflows. The network is positioned around joint client success, integration, implementation support, market access, and connected solutions for public and private markets.
The program emphasizes ecosystem collaboration rather than a narrow reseller motion. It is designed for firms that help clients transform operations, deepen domain expertise, or power the infrastructure behind investment decisions.
Partners work with Clearwater to extend its cloud-native investment management platform across trading, modeling, accounting, risk, valuation, and regulatory reporting workflows. The network is positioned around joint client success, integration, implementation support, market access, and connected solutions for public and private markets.
The program emphasizes ecosystem collaboration rather than a narrow reseller motion. It is designed for firms that help clients transform operations, deepen domain expertise, or power the infrastructure behind investment decisions.
Categories
Integration
Partner Types
Technology Partner
Operating Regions
North AmericaGlobal
Tags
VisibilityPaymentsB2B SaaSAIEnterprise
Target Industries
Logistics
Partner Readiness
Developing
Goal for Next Year
Expand Offering
Features
Cross-Asset TradingBeacon supports trading across multiple asset classes from a unified platform. It helps teams coordinate execution alongside portfolio and risk workflows.
Risk ManagementBeacon provides tools to manage risk across complex portfolios. It helps teams monitor exposures and evaluate portfolio impacts in real time.
Portfolio ModelingBeacon enables flexible modeling for multi-asset portfolios. Teams can analyze scenarios and structure portfolios using shared investment data.
Unified Data FoundationBeacon brings investment data into a single operating model. This supports consistent workflows across trading, analytics, and risk functions.
