Clearwater Analytics for Asset Managers, OCIOs, and Investors

End-to-end portfolio design & management including best-in-class reporting.

Simplify the entire investment management lifecycle with portfolio management, order management, performance modeling, and client reporting with the industry's most complete SaaS solution for asset managers and institutional investors.

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The logo for Halyard Asset Management, LLC.
London & Capital logo
Treasury Partners logo
Performa Logo
Public Trust Advisors logo
Cardinal Capital Logo
Fifth Third Bank logo
Greenline Partners logo
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Platform Features

Power Your Growth, Wow Your Clients

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.

Front-to-Back Investment Management

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.

SaaS-Based OMS & PMS

Turn insights into action and place orders at the click of a button with an order management system that supports the entire order processing chain, from blotter creation to routing and affirmation. Adapt to any order transmission method and manage various types of order placement across standard connectors with FIX, SWIFT, and others, along with your brokers and counterparties.

Maximized Performance Management

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.

Global Data Aggregation & System Integration

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.

Pre-Trade and Post-Trade Compliance Monitoring

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.

Client Reporting & Client Portal

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.

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  • 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.”

    Hugues Bernard, Head of Technology and Transformation at Ofi Invest Asset Management

  • 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."

    Mike O'Brien, Co-Head Global Investment Solutions, J.P. Morgan Asset Management

  • 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.”

    William Dalziel, Partner, London & Capital

  • 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.”

    Steven Boyd, Principal, Halyard Asset Management

client-logo

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.

client-logo

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.

client-logo

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.

client-logo

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.

Report

Insurance Investment Outsourcing Report

Annual report featuring investment strategies for insurers, profiles of clients served, and insurance AUM in specific strategies.

Article

Accounting Software for Asset Managers

At Clearwater, a core value we provide institutions is our bedrock dual-entry investment accounting software.

eBook

Clearwater Asset Management Platform

The Clearwater Asset Management Platform is a modular end-to-end platform for asset management firms.

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Join hundreds of asset managers, owners and OCIOs that trust Clearwater Analytics for end-to-end investment management and client reporting.