Greg Whipple
Enterprise Account Executive
Greg works with organizations in the private and public sectors to help them automate their investment accounting and reporting processes by finding solutions that the Clearwater platform provides. He has consulted extensively with corporations starting their investment portfolios through IPO’s or funding rounds as well as with other organizations that have had longstanding investment portfolios to allow technology to revolutionize investment operations.
Greg has a bachelor’s degree from Weber State University in Business Administration with an emphasis in Finance.
In his spare time, Greg enjoys watching the Utah Jazz, going to Disneyland, and playing putt-putt golf.
State fund management is undergoing an exciting transformation. Just this year, Clearwater is proud to collaborate with four trailblazing public sector clients, each committed to elevating their investment management, accounting, and reporting capabilities through enhanced data quality with Clearwater for Pooled Funds.
I’m particularly excited to see the unprecedented efficiency and clarity our participant portal is having on state treasuries and their ability to manage their local government investment pools. Clearwater’s technology is igniting change with state treasuries, enabling them to harness modern tech to safeguard and grow state funds.
Innovative Fund Management
Gone are the days when state treasuries had to rely on outdated, error-prone systems.
Clearwater for Pooled Funds streamlines portfolio management, offering a user-friendly interface where participants can manage transactions, access timely reports, and enjoy a transparent view of their investments.
With the participant portal, users can input contributions and withdrawals, receive monthly and quarterly statements as early as the first business day of the period, and access the right level of fund transparency from the state. This solution reduces the potential for errors and allows state fund managers to have more time to focus on strategic initiatives and high-value tasks.
Daily Insights into Managed Assets
Clearwater meticulously processes, cleans, and reconciles all assets under management — including those managed internally, externally, or within the state pool — delivering daily, accurate and detailed insights. Our platform provides a comprehensive view of your investment portfolio, empowering better overview and decision-making.
Risk Mitigation and Compliance
We generate essential reports for compliance, risk management, and performance oversight, offering a customizable approach to meet each client’s unique needs. These reports contribute to a more controlled and compliant financial environment.
Optional Access to Account Owners for Their Own Investment Data
Clearwater for Pooled Funds’ participant portal securely delivers real-time accurate data to fund participants. This access supports informed financial decision-making and encourages engagement with the investment process for all participants.
As we celebrate early successes in 2024, we look forward to seeing more state treasuries harness modern systems like Clearwater for Pooled Funds. Our solution’s real-time data, advanced risk analytics, and customizable reporting capabilities equip state officials with the insights they need to grow state funds. Embrace the power of the participant portal and unlock a new era of financial efficiency for your state government.
Click here to learn about the Clearwater for Pooled Funds’ Participant Portal.