Clearwater Analytics for Corporations

Consolidated investment reporting and analytics for corporate investors.

Manage, measure and analyze your diverse investments with Clearwater's aggregated, accurate, and always-on solution.

A professional looking woman in a brown blazer, with her arms crossed looking into the camera.
Atara Bio Logo
Dell logo
Spotify logo
Intuitive logo
The logo for Urban Outfitters.
Garmin logo
Autodesk logo
zoom logo
The logo for Zillow.
The logo for Asana.
A logo for the Sealaska Corportation.

Platform Features

Empower your corporate investment team.

Over 70% of corporates choose Clearwater for their investment accounting and reporting needs. Clearwater has become the industry standard – whether you have just gone public or have billions in assets under management – by understanding what drives corporate portfolios.

Automated Data Aggregation

Clearwater builds and maintains hundreds of connections to investment managers, custodians, brokers, and data vendors. This provides a centralized system for back-office and security master data.

Data Validation & Reconciliation

Clearwater reconciles cash, positions, and transactions daily between various sources. Clearwater has teams dedicated to enriching and standardizing security master data for a myriad of asset classes, including accounting and performance verifications.

World Class Data Delivery & Reporting

View any report or dashboard in just two clicks. Provide out-of-the-box reports that are easy to customize for your team's needs or drill down into in-depth portfolio analysis.

Leverage an Appreciating Asset

Let Clearwater do the heavy lifting. We manage your data, reporting, and accounting while seamlessly updating our system with no disruption in service - allowing you to focus on realizing gains and reducing risk.

Unparalleled Customer Support and Training

Our dedicated servicing team provides direct access to industry experts and offers unlimited training and support.

Scale Your Investments Confidently

Expand and distribute your investments across new financial institutions, asset classes, and global markets while maintaining lean treasury and investment operations teams.

Want to see more? Explore the platform.

Explore Platform
  • Atara Biotherapeutics struggled with disparate data, an inability to compare managers, and the need to file SEC disclosures efficiently after going public.
    With Clearwater’s automated, scalable, and flexible reporting, Atara now has a singular, transparent view into all their accounts, allowing them to focus on new growth opportunities.

    "Consolidating with Clearwater allows us to see all our portfolio holdings in one view and compare managers and strategies in ways we couldn't before."

    Tina Gullotta, Director of Treasury, Atara Biotherapeutics

  • The Clearwater solution provides Chimera with automated investment data management, accounting, reporting, and analytics. By implementing Clearwater, Chimera has been able to streamline their investment accounting and reporting processes.

    “Clearwater demonstrated to us a solution built and ready to handle the complexity of our portfolio. We look forward to taking advantage of a platform that will scale with us and stay continually updated in alignment with market conditions and ever-changing regulatory requirements.”

    Kelley Kortman, Chief Accounting Officer, Chimera Investment Corporation

  • Bank of Saint Lucia relies on Clearwater’s solution for their investment lifecycle, which includes a managed service, reconciliation and data aggregation capabilities, investment accounting, and NAV & CRM tools.

    “Adding Clearwater JUMP to our infrastructure is a game changer for us. Having a robust, comprehensive solution from a single provider will give us the sophisticated asset management capability we need to provide our customers with a broader spectrum of investments, achieve exponential growth and enhance our position in the market."

    Medford Francis, Deputy Managing Director, Bank of Saint Lucia

  • Clearwater’s consolidated, web-based platform enables Urban Outfitters to access their data quickly and view daily portfolio snapshots. Urban Outfitters uses Clearwater’s automated, easily exportable reports to provide flexibility and customization for their stakeholders.

    “Clearwater changed the way we report for the better. Reconciliation has been reduced from several hours to 10 minutes, and the time saved is invaluable. Our stakeholders love it, our accounting team loves it, and I would recommend it highly.”

    Brian Montague, Treasury Director, Urban Outfitters

client-logo

Atara Biotherapeutics struggled with disparate data, an inability to compare managers, and the need to file SEC disclosures efficiently after going public.
With Clearwater’s automated, scalable, and flexible reporting, Atara now has a singular, transparent view into all their accounts, allowing them to focus on new growth opportunities.

client-logo

The Clearwater solution provides Chimera with automated investment data management, accounting, reporting, and analytics. By implementing Clearwater, Chimera has been able to streamline their investment accounting and reporting processes.

client-logo

Bank of Saint Lucia relies on Clearwater’s solution for their investment lifecycle, which includes a managed service, reconciliation and data aggregation capabilities, investment accounting, and NAV & CRM tools.

client-logo

Clearwater’s consolidated, web-based platform enables Urban Outfitters to access their data quickly and view daily portfolio snapshots. Urban Outfitters uses Clearwater’s automated, easily exportable reports to provide flexibility and customization for their stakeholders.

Article

What You Really Need to Know Before Moving into SMAs

There are a few things to consider before hiring an investment manager and moving into separate managed accounts.

Video

Machine Learning: Perspectives from Clearwater's Data Science Team

Dr. Kaitlyn Coil discusses machine learning, its importance, and how Clearwater is making the most of it.

Article

Impairments: Data-Driven Analysis of Recent Investor Activities

We will explore investors’ approach to impairment, using trends and data from the Clearwater solution.

A professional looking woman in a brown blazer, with her arms crossed looking into the camera.

Sophisticated investment teams use Clearwater Analytics to scale and grow their investments.