For investment managers, wealth managers, and OCIOs looking to make the most of their data, Clearwater Prism is the industry's most impactful solution. Prism is a SaaS-based self-service platform that gathers, validates, standardizes, and normalizes data from all sources. With its single, flexible platform, both internal and external users can access valuable insights instantly and export them into reports and client statements effortlessly. By freeing up time for client-facing teams, Prism enables investment managers to focus on delivering exceptional customer engagement and driving positive flows.
Talk to an ExpertCapture, Organize, and Clean Data
Designed for firms that want a comprehensive view of their diverse assets across multiple platforms, Clearwater Prism has connections to integrate information from separate accounting engines, analytics platforms, and data sources into a singular reporting solution.
Single Pane of Glass
Stop struggling with spreadsheets, instead view your portfolio across client segments, asset classes, and geographies, in a single view with on-demand access, greater accuracy, and timely delivery to stakeholders.
Reporting on Steroids
Clearwater Prism’s user-friendly, self-service reporting tools automate asset manager client reporting (hint, hint: No IT required). Meet client needs for on-demand and ad-hoc information rapidly. The digital client portal allows you to:
Push Statements to Every Client
Create high-quality, tailored, and professional statements for your clients – all connected to your comprehensive dataset.
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With Clearwater Prism’s reporting & statements, you can accurately report on all your data in one consolidated platform and create tailored and professional statements for your clients.
Clearwater Prism provides users the ability to achieve holistic view across all asset holdings and gain consolidated reporting across web and print channels.
With our data warehouse, you can take any data source for your investments and combine them into one view for easier access, greater accuracy, and more timely delivery to stakeholders.
