Clearwater Analytics for ALL Asset Managers

Client reporting and portfolio analytics to help tell your firm's story

Superior data management, accounting book of record, client reporting, composites (GIPS), performance, compliance, billing, and more for asset managers including institutional, private wealth, family offices, alternatives, hedge funds, and more.

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Platform Features

Empower Your Firm

Asset managers choose Clearwater Analytics to provide a state-of-the art digital client experience. Our 100% SaaS solution gets you out of manual spreadsheets and frees up your investment teams to focus on what they do best: manage assets, drive performance, and provide an exceptional client experience.

Global Data Aggregation and Reconciliation

Aggregated data from multiple trading platforms provide fully reconciled and validated data, daily. Your data is available to both your firm and your clients in an always-on and accessible platform.

Asset Management Reporting and Client Portal

Our reporting is easily customizable and intuitive. Reports you need can be saved and shared at the click of a button and pinned to dashboards for easy access. We also offer a client portal and tailored client review books.

Seamlessly Integrate Multiple Systems

Clearwater can easily integrate with other systems you rely on, including risk and analytical systems, order management systems, and IBOR. This provides you with a comprehensive view of all your systems and data.

Superior Asset Management Reporting

Enhance your client experience with state-of-the-art reporting, a self-service portal for ad-hoc report requests, and the transparency your clients ask for to view their investments.

Unlimited Customer Support

We strive to be an extension of your team by providing responsive, consistent, and effective support. We believe it’s our responsibility to earn your business every day by providing the highest-quality support and training with no long-term contract.

Built for Asset Managers

Comprehensive multi-asset class coverage and capabilities specific to your client base, including regulatory reporting, ESG, global accounting standards, and multi-currency. We provide asset managers a path to grow their revenue at an accelerated rate.

Want to see more? Explore the platform.

Explore Platform
  • Aegon Asset Management is leveraging Clearwater Analytics’ SaaS-based data management, accounting, reporting, and analytics solution. Clearwater’s solution will help Aegon streamline their data, investment accounting, and reporting globally.

    "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 at Aegon AM

  • 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

  • Clearwater and Goldman Sachs’ Liquidity Management Partnership connects Clearwater’s leading portfolio reporting and analytics capabilities with the Goldman Sachs Liquidity Solutions Portal execution services, risk management tools, and global market intelligence to provide users with a comprehensive suite of liquidity management tools.

    "We’re excited about the opportunity this partnership represents for our clients and look forward to driving further innovation with Clearwater."

    Kathleen Hughes, Global Head of Liquidity Solutions Client Business, Goldman Sachs

  • Thornburg Investment Management utilizes Clearwater to displace their legacy systems and support their full middle to back-office processes to create efficiencies that produce both an immediate benefit in total cost of ownership and sustained long-term return on investment. Clearwater solves the challenges associated with reconciliation, accounting, and client reporting.

    “Clearwater's industry knowledge and impressive technology gave us the confidence in not only their solution, but also their commitment to supporting our business today and well into the future."

    Randy Dry, Chief Operating Officer, Thornburg Investment Management

Aegon

Aegon Asset Management is leveraging Clearwater Analytics’ SaaS-based data management, accounting, reporting, and analytics solution. Clearwater’s solution will help Aegon streamline their data, investment accounting, and reporting globally.

JP Morgan

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.

Goldman Sachs

Clearwater and Goldman Sachs’ Liquidity Management Partnership connects Clearwater’s leading portfolio reporting and analytics capabilities with the Goldman Sachs Liquidity Solutions Portal execution services, risk management tools, and global market intelligence to provide users with a comprehensive suite of liquidity management tools.

Thornburg

Thornburg Investment Management utilizes Clearwater to displace their legacy systems and support their full middle to back-office processes to create efficiencies that produce both an immediate benefit in total cost of ownership and sustained long-term return on investment. Clearwater solves the challenges associated with reconciliation, accounting, and client reporting.

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Join hundreds of asset management firms that trust Clearwater Analytics for the accurate investment data and reporting they need.