# Enfusion by Clearwater

Technology vendor. Managed Accounts and Fund Accounting are assessed independently.

Reference page: /professional-services/enfusion-clearwater.html

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

## Contractual role

Technology vendor

## Legal entity

Contracting entity Requires Verification

## Scope

Clearwater group product evidence; exact module/configuration matters.

## services

### managed Accounts

#### Product

Clearwater portfolio / order management

#### Evidence status

Conditional

#### Summary

Clearwater documents rules-based trade allocation using percentages and account hierarchies.

#### Documented 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.

#### Supporting sources

- [Clearwater — portfolio and order management](<https://cwan.com/solutions/portfolio-order-management/>) — source ID: clearwater-oms
- [Clearwater — Enfusion investment platform](<https://cwan.com/products/enfusion/>) — source ID: enfusion

#### Evaluation access

##### Route type

Sales demonstration

##### Notes and remaining checks

Enfusion offers a tailored product demonstration; request the exact multi-account configuration.

##### Source

[Clearwater — Enfusion investment platform](<https://cwan.com/products/enfusion/>)

#### Accounting scope

Requires Verification

#### Research checked

2026-10-14

#### Testing status

Not tested

### fund Accounting

#### Evidence 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.

#### Supporting sources

- [Clearwater — Enfusion investment platform](<https://cwan.com/products/enfusion/>) — source ID: enfusion

#### Research checked

2026-10-14

#### Testing status

Not tested

## Official sources

### Clearwater — portfolio and order management

Source ID: clearwater-oms

https://cwan.com/solutions/portfolio-order-management/

#### Research checked

2026-10-14

### Clearwater — Enfusion investment platform

Source ID: enfusion

https://cwan.com/products/enfusion/

#### Research checked

2026-10-14