Client SuccessJ.P. Morgan Asset Management
An Integrated Platform to Power Cutting-Edge Multi-Asset Trading
The partnership between Clearwater and J.P. Morgan Asset Management makes it easier for financial professionals to have a global, connected view of their investment portfolios and empowers them to make real-time investment decisions on the Clearwater and Morgan Money platforms.
Market / Asset Managers
J.P. Morgan Asset Management, with assets under management of $2.67 trillion (as of 3/31/2023), is a global leader in investment management. J.P. Morgan Asset Management’s clients include institutions, retail investors and high net worth individuals in every major market throughout the world.
Headquarters: New York, New York
Assets Under Management: $2.67T
$2.67
trillion in AUM
1,160+
investment specialists
214
4- and 5- star rated funds
Challenges
- Integrations across U.S., Europe, and Asia
- Gaining capital marketing insights and investment solutions across all asset classes
- Reporting for Solvency II, NAIC reports, global GAAP principles, IFRS, STAT, and more
Results
- Morgan Money, a multi-currency, open architecture trading and risk management system designed to deliver a seamless customer experience
- Global platform with multi-asset class and multi-currency investment accounting
- Automated regulatory reporting for Solvency II, NAIC reports, global GAAP principles, IFRS, STAT, and more
- Daily tri-party reconciliations between trading platform, custodians, and the Clearwater system
“By leveraging Clearwater’s analytics platform, institutional investors can view comprehensive, real-time insights into their portfolios and the broader money market mutual fund landscape.”
