{
  "schemaVersion": 1,
  "kind": "professionalServicesFirm",
  "id": "enfusion-clearwater",
  "urls": {
    "html": "/professional-services/enfusion-clearwater.html",
    "json": "/professional-services/enfusion-clearwater.json",
    "markdown": "/professional-services/enfusion-clearwater.md"
  },
  "policy": "Documentation research, not account or execution testing. Research regions do not establish residence eligibility. Requires Verification is an evidence gap, not proof of unavailability. Source conflicts and product/entity qualifications must remain attached to claims. Demo results do not establish live trading performance.",
  "record": {
    "id": "enfusion-clearwater",
    "name": "Enfusion by Clearwater",
    "role": "Technology vendor",
    "entity": "Contracting entity Requires Verification",
    "scope": "Clearwater group product evidence; exact module/configuration matters.",
    "services": {
      "managedAccounts": {
        "product": "Clearwater portfolio / order management",
        "status": "Conditional",
        "summary": "Clearwater documents rules-based trade allocation using percentages and account hierarchies.",
        "capabilities": [
          "Rules and account hierarchies",
          "Historical trade and position views"
        ],
        "requirements": "Confirm the specific allocation module and its integration with the intended Enfusion configuration.",
        "limitations": "Enfusion investment accounting and the broader Clearwater allocation documentation do not establish identical features in every product bundle.",
        "sources": [
          "clearwater-oms",
          "enfusion"
        ],
        "evaluation": {
          "kind": "Sales demonstration",
          "note": "Enfusion offers a tailored product demonstration; request the exact multi-account configuration.",
          "source": "enfusion"
        },
        "accountingScope": null,
        "checked": "2026-10-14",
        "tested": false
      },
      "fundAccounting": {
        "status": "Requires Verification",
        "summary": "Investment accounting and IBOR/ABOR are documented, but pooled investor-capital, series and equalization functions were not established.",
        "limitations": "Do not promote an investment-accounting book to complete fund/investor accounting without module-specific evidence.",
        "sources": [
          "enfusion"
        ],
        "checked": "2026-10-14",
        "tested": false
      }
    }
  },
  "sources": {
    "clearwater-oms": {
      "title": "Clearwater — portfolio and order management",
      "url": "https://cwan.com/solutions/portfolio-order-management/",
      "checked": "2026-10-14"
    },
    "enfusion": {
      "title": "Clearwater — Enfusion investment platform",
      "url": "https://cwan.com/products/enfusion/",
      "checked": "2026-10-14"
    }
  }
}