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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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.

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.

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.

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