Case Study: Clarion Partners achieves faster bookings and streamlined accounting with MRI Software's Investment Accounting

Clarion Partners completes bookings faster with MRI Investment Accounting

Clarion Partners is a New York–based real estate investment manager with roughly 1,500 properties and $81.6 billion in AUM across diverse equity and debt strategies. Rapid growth and complex open‑end fund structures created challenging accounting and reporting needs—requiring accurate, efficient consolidation, strong internal controls, and timely portfolio reporting to support fast decision‑making.

As a long‑time MRI client, Clarion implemented MRI Investment Accounting and worked closely with MRI to meet its needs. The solution cut quarterly consolidation time to hours, reduced elimination issues, standardized multi‑level transactions and cashflow tracking, and improved data reliability and reporting. Since 2018 it has automated management of Clarion’s two largest open‑end funds (each >$17B), freeing the team to focus on delivering investor value.

Clarion Partners

John Wanamaker

Chief Technology Officer