Clearwater Analytics for Asset Managers, OCIOs, and Investors
Simplify the entire investment management lifecycle with portfolio management, order management, performance modeling, and client reporting with the industry's most complete AI-enabled SaaS solution for asset managers and institutional investors.
Platform Features
Asset managers and OCIOs choose Clearwater Analytics to manage the end-to-end digital investment experience. Our 100% SaaS solution eliminates manual work and frees up your investment teams to focus on what they do best: manage assets, drive performance, and provide an exceptional client experience.
Delivering a full complement of asset management solutions, from order management and portfolio management to advanced performance calculations, plus an embedded customer relationship management system, and the industry's most robust reporting.
Generative AI transforms the investment lifecycle for asset managers. By allowing users to research, place, and report on trades with the help of a fully integrated AI, we empower asset managers to make more informed decisions to streamline operations and better serve end-clients.
Enhance your performance reporting with a standalone Performance Book of Record (PBOR) and calculations for contribution and attribution analysis, with support for custom sectors, models, and risk ratios. Create highly customized reports and dashboards tailored to your clients.
Automatically aggregate data from multiple trading platforms and receive fully reconciled and validated data, daily. Your data is available to both your firm and your clients in an always-on and accessible platform with open APIs for integration.
Check compliance pre-trade or post-trade, including back checks, against a library of regulatory and statutory controls or configure your own rules, alerts, and proactive monitoring.
Discover comprehensive out-of-the-box and customizable reports for you and your clients. Share details at the click of a button or pin to dashboards for easy access. Tailor client review books and deliver up-to-date views to clients.
Want to see more? Explore the platform.
Ofi Invest Asset Management offers a broad range of responsible investment strategies in all listed asset classes, allowing its clients to use their investments to finance the development of a virtuous economy that is a source of opportunities and performance.
“Many of our clients benefit from our investment accounting offering as an enhancement to their management mandate. We chose Clearwater because we wanted to offer our clients the most powerful software on the market that also provides the best user experience.”
Clearwater’s integrated system for data aggregation, reconciliation, and reporting enables J.P. Morgan Asset Management to manage their clients’ investment data with unmatched efficiency and accuracy. Clearwater’s multi-asset class and multi-currency accounting provides a global platform for integration across JPMAM’s offices in the U.S., Europe, and Asia.
"Clearwater Analytics has been our trusted partner for investment accounting and reporting services since 2007, and together our firms are committed to delivering outstanding outcomes for clients."
With Clearwater, London & Capital has the ability to provide white labelled web-portal access to their end clients for daily ad hoc reporting and monthly investment fact sheets. The Clearwater solution helps to radically reduce the London & Capital investment team’s operational timelines.
“For our clients, there is a tremendous comfort in the fact that the person making the investment decision is not the one telling you what the portfolio is worth. Nothing is hidden, everything is available, and the client can look at any level of detail they want to at any time. I don’t see how you can achieve that without Clearwater.”
Clearwater enabled Halyard with best-in-class reporting and analytics. Clearwater’s automated reporting functionality for FAS 115-2 and other disclosures saves time and money for Halyard and its clients.
“I had done accounting for FAS 115-2 before using an Excel spreadsheet, so I know how difficult it is. Having a system capable of handling FAS 115-2 requirements saves us three to five hours per relationship, per month.”
Ofi Invest Asset Management offers a broad range of responsible investment strategies in all listed asset classes, allowing its clients to use their investments to finance the development of a virtuous economy that is a source of opportunities and performance.
Clearwater’s integrated system for data aggregation, reconciliation, and reporting enables J.P. Morgan Asset Management to manage their clients’ investment data with unmatched efficiency and accuracy. Clearwater’s multi-asset class and multi-currency accounting provides a global platform for integration across JPMAM’s offices in the U.S., Europe, and Asia.
With Clearwater, London & Capital has the ability to provide white labelled web-portal access to their end clients for daily ad hoc reporting and monthly investment fact sheets. The Clearwater solution helps to radically reduce the London & Capital investment team’s operational timelines.
Clearwater enabled Halyard with best-in-class reporting and analytics. Clearwater’s automated reporting functionality for FAS 115-2 and other disclosures saves time and money for Halyard and its clients.
