Transform Your Investment Data with Clearwater Prism

 

Clearwater Prism is the ultimate solution for asset managers looking to capture, organize, and utilize investment data efficiently across platforms. Make data-driven decisions with real-time data accuracy, streamline client reporting, and gain the ability to tailor insights to your business needs and empower your team.

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Aegon
M&G Investments
Erste Asset Management

Streamline

Capture, Organize, and Clean Data

Clearwater Prism delivers a comprehensive solution for firms managing diverse assets across multiple platforms. It connects and integrates data from front-, middle-, and back-office systems such as accounting systems, analytics tools, OMS/PMS, and other data sources – ensuring a clear, accurate view of your investments. 

  • Flexible Data Integration: Connect to any data source with a comprehensive set of adapters.
  • Accurate Aggregation: Automatically ingest and aggregate data for a complete view.
  • Data Accuracy and Consistency: Apply advanced logic to cleanse and validate data.

Data Collaboration

Data Collaboration with Snowflake: Real-Time Insights and AI

Leverage Snowflake’s robust data warehousing capabilities alongside Clearwater Prism’s expertise in investment data management to translate complex questions into precise, data-driven insights. This integration allows real-time analysis and harnesses the power of Clearwater’s and Snowflake’s AI to support decision-making. Collaboration across teams ensures everyone has the latest, most accurate data in real time. 

  • Centralized Data Management: Directly access data shares from external providers without complex integration processes.
  • Seamless Connectivity: Cloud infrastructure facilitates effortless connections to downstream systems with readily available data.
  • Efficient Reporting and Integration: Generate reports while allowing real-time updates within a flexible integration framework.
Learn more about Clearwater on the Snowflake Marketplace

Client Reporting

Tailored Client Reporting and Automated Statements

Clearwater Prism simplifies the client reporting process with automated tools that require no IT involvement. Asset managers can create customized, high-quality reports and automated statements easily.  

  • Self-Service Reporting: Generate client-specific reports with on-demand access.
  • Automated Statements: Customize and deliver professional statements directly from your data.
  • Comprehensive Data: Choose from a library of pre-built reports or tailor your own for stakeholders.

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  • Clearwater Prism Easily Aggregates Multi-Asset Client Investment Data, Enabling Growth and a Differentiated Client Experience

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  • M&G Investments Selects Clearwater Analytics to Strengthen Third-Party Insurance Business

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  • Erste AM has chosen Clearwater’s cloud-native client reporting platform following a rigorous RFP selection process. By leveraging the Clearwater Prism platform, Erste AM will be able to provide highly customized digital client experiences.

    Read Now
client-logo

Clearwater Prism Easily Aggregates Multi-Asset Client Investment Data, Enabling Growth and a Differentiated Client Experience

Read Now
client-logo

M&G Investments Selects Clearwater Analytics to Strengthen Third-Party Insurance Business

Read Now
client-logo

Erste AM has chosen Clearwater’s cloud-native client reporting platform following a rigorous RFP selection process. By leveraging the Clearwater Prism platform, Erste AM will be able to provide highly customized digital client experiences.

Read Now

Resources

Access our in-depth resources to explore Clearwater Prism more and get the most out of your investment data.

Brochure

A Comprehensive Clearwater Prism Brochure

Clearwater Prism provides users the ability to achieve holistic view across all asset holdings and gain consolidated reporting across web and print channels.

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