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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.
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.
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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."
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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."
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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."
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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."