La France Mutualiste Successfully Moves its Unit-Linked Activities to Clearwater Analytics

Clearwater Analytics  a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that La France Mutualiste selected Clearwater’s cutting-edge platform to modernize its investment operations and reporting processes and has already onboarded all its unit-linked activities onto the Clearwater JUMP ULF platform successfully. The partnership marks a significant digital transformation for La France Mutualiste as it moves to automate manual tasks, enhance operational efficiency, and drive future growth.

La France Mutualiste is a France-based mutual insurance group specializing in life insurance, pensions, and asset management. With approximately €10 billion in assets under management across various investment types including funds, ETFs, fixed income, equities, and private equity, La France Mutualiste needed a comprehensive end-to-end investment lifecycle solution to replace its legacy system and meet the reporting needs of its portfolio. The transition to Clearwater JUMP ULF was prompted by the increasing volumes in La France Mutualiste’s unit-linked activities and the need for a modern, integrated platform capable of handling both its unit-linked and general funds investment operations. With Clearwater, La France Mutualiste will reduce manual processes, inefficiencies, and potential risk exposure across key areas such as order entry, reconciliation, reporting, and custodian communication.

Through the implementation of Clearwater JUMP ULF, La France Mutualiste aims to accomplish these key objectives:

• Securing investment operations by automating trade entry, reconciliations, and custodian interactions.
• Optimizing processes by automating reporting, custodian communications, and unit-linked order transfers.
• Transitioning to a modern technical architecture with seamless version upgrades and user-driven functional administrative experience.

Read: Fintech in Healthcare: Software Innovations for HealthTech

Industry Comments

“Clearwater offers the automation, scalability, and technology foundation we need to streamline our operations and position our business for sustainable growth,” said Boris Jacquet, Director of Investment Management of La France Mutualiste. “Clearwater JUMP ULF enables us to eliminate manual tasks and optimize our processes. This way, we can focus on the high-impact, strategic work that drives greater value for our business.”

“La France Mutualiste’s digital transformation journey is an ongoing commitment, and we are dedicated to supporting them at every step,” said Emmanual Fougeras, President of Clearwater’s JUMP products. “Clearwater JUMP ULF provides a comprehensive, scalable solution that automates the entire investment operation for leading firms like La France Mutualiste.”