Accurate, Trusted Investment Accounting, In Action – Talk to an Expert

Clearwater has transformed the world of investment accounting, reconciliation, and reporting. We help you streamline data collection, in fact, we do it for you. We help you monitor investment policy compliance, in fact, we do the research and configure the reports so you don’t have to. And we give you the tools to analyze portfolio performance and risk, literally at the click of a button. You have to see it to believe it! More than 1,000 insurance companies, asset management firms, and corporations around the globe trust Clearwater. So should you. Request your custom consultation today.

  • Access clean, validated, timely data
  • Create custom views of reporting
  • Connect global teams on a single solution

Share a bit of information about yourself and let us do the rest.

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Platform Features

True Software-as-a-Service Investment Accounting

Clear and Connected Data - Daily

With thousands of data connections to custodian banks, investment managers, brokers, order management systems, and third-party data sources that automatically pull in data every morning, we've made aggregating your data a breeze.

Data Validation and Reconciliation - Automated

Each day, our clients' investment data is reconciled and validated against security master and other internally generated system data. This constant data upkeep gives clients the confidence that they are basing strategic investment decisions on accurate and up-to-date data.

All Inclusive Regulatory Compliance and Reporting

Clearwater’s investment accounting tools were built with the flexibility to handle multiple currencies, accounting bases, and asset classes. The system supports IFRS9, TFRS, JGAAP, RBC, multiple currencies and asset classes (from simple to complex). The system provides customised general ledger entries and a suite of standard regulatory reports.

Accounting That Never Misses a Beat

Our fully reconciled data set feeds our reporting and analytics engine, meaning your accounting and reporting is streamlined and always using the most up to date data giving you the power to manage your investments more efficiently.

Unparalleled Customer Support and Training

We provide responsive, consistent, and effective support so you can focus on what you do best: managing your investments. Never miss a beat with a dedicated servicing team that acts like an extension of your team. World class customer support has earned us 98% client retention and industry leading customer experience scores.

Always-On, Ever-Accessible, Real-Time Data

Your data is available to your company and your clients whenever, and wherever it's needed. Access your portfolio data from anywhere with an internet connection. Standardised accounting and regulatory reports as well as flexible, dynamic custom reports are delivered with real-time data.

Learn why leading organisations trust Clearwater Analytics for their Investment Accounting and Analytics.

Talk to an Expert
  • Clearwater Analytics provides the first and only fully managed, cloud-native, multi-bases and multi-currencies solution for investment accounting and reporting that is revolutionising the insurance industry. Designed to meet the complex needs of insurers’ growing demands for data agility, scalability, and cost efficiency. Our single instance, multi-tenants model eliminates legacy processes and technologies.

    "This is a technology that will create key opportunities — rather than apply limitations — to our investment team. Clearwater’s sophisticated automation and data capabilities will allow our team to have everything they need as our investment volumes grow, and its expertise in investment accounting and reporting will allow us to access new and attractive asset classes."

    Kim Lee, CFO, Global Atlantic Group

  • Use data-driven insights to make fast, informed decisions. We deliver reporting, analytics, and portfolio management insights to every level of the organisation. Global clients trust Clearwater to deliver investment accounting and reporting for institutional, private wealth, family offices, alternatives, hedge funds, and more. Grow revenue with portfolio analytics and tailored reporting to win and retain clients. Clearwater solution enables you to manage your investment data and book of record with a single source of truth.

    "We recognized that in order to retain our leadership in the insurance asset management market and meet our growth ambitions, we needed leading-edge technology to match those objectives. We chose Clearwater for its integrated view across asset classes and its regulatory reporting. This will enable us to replace multiple accounting and reporting systems with one platform."

    Wouter Peters, Global Chief Operating Officer, Aegon AM

  • Clearwater is a scalable investment as a service solution that supports multi-basis, multi-currency reporting from one deployment. We exist to improve enterprise-wide visibility to risk and to enable more informed decision-making. Gain a holistic, real-time view of cashflow projections, that account for the day’s trading activity. The system operates as a true investment sub-ledger and provides customized general ledger entries.

    "Clearwater’s best-in-class solution has simplified our processes considerably. With timely and accurate reporting and unlimited support from Clearwater’s client services team, we have peace of mind that our data is accurate and up to date."

    Berry Kennedy, Director of Treasury, Booking.com

Insurance

Clearwater Analytics provides the first and only fully managed, cloud-native, multi-bases and multi-currencies solution for investment accounting and reporting that is revolutionising the insurance industry. Designed to meet the complex needs of insurers’ growing demands for data agility, scalability, and cost efficiency. Our single instance, multi-tenants model eliminates legacy processes and technologies.

Asset Managers

Use data-driven insights to make fast, informed decisions. We deliver reporting, analytics, and portfolio management insights to every level of the organisation. Global clients trust Clearwater to deliver investment accounting and reporting for institutional, private wealth, family offices, alternatives, hedge funds, and more. Grow revenue with portfolio analytics and tailored reporting to win and retain clients. Clearwater solution enables you to manage your investment data and book of record with a single source of truth.

Corporations

Clearwater is a scalable investment as a service solution that supports multi-basis, multi-currency reporting from one deployment. We exist to improve enterprise-wide visibility to risk and to enable more informed decision-making. Gain a holistic, real-time view of cashflow projections, that account for the day’s trading activity. The system operates as a true investment sub-ledger and provides customized general ledger entries.