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Clearwater Prism Reporting & Statements

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With Clearwater Prism Reporting & Statements, you can accurately report on all your data in one consolidated platform and create tailored and professional statements for your clients. 

Prism Reporting & Statements creates greater operational efficiency and client satisfaction by: 

  • Reporting on all your data regardless of asset class, platform, region, or format
  • Using our cloud-native solution to access reports anytime from any place
  • Quickly customizing reporting with a set of pre-built templates that can easily be changed to meet your specific business needs
  • Automating statement creation
  • Ability to tailor and personalize information
  • Allowing your firm to tell your story effectively
  • Sharing statements with ease

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