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Clearwater Analytics for Corporations
Corporate investment analytics and reporting
Manage, measure, and analyze your diverse investments with Clearwater's aggregated, accurate, and always-on solution.
Platform Features
Empower your corporate investment team.
Hundreds of corporations 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 and 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 and 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.
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Atara Bio 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."
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As a market leader, this major airline places high importance on using the most efficient technology across their organization. This treasury team has reduced the time spent creating board reports by 90% and benefits from automated data aggregation, reconciliation, and reporting across their investment data.
"We’ve received overpayments from SMA’s in the past and have been able to identify them quicker than the lender thanks to Clearwater.”
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With Clearwater Analytics, Intuitive Surgical can view high-level snapshots of their portfolio as well as detailed reports that provide an in-depth view of portfolio holdings. This has enabled simplified accounting entry uploads into their ERP and automated SEC disclosure reporting.
"Clearwater’s expertise has alleviated the majority of the burden at month-end and enabled us to automate many of our processes. Clearwater has been extremely helpfulwith speeding everything up for us."
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Garmin has portfolios distributed across multiple investment managers, and their manual reporting processes made evaluating the various managers’ returns and performance difficult.
Clearwater’s customizable reports and dashboards provide Garmin with clear metrics to analyze their managers’ performance.“We love Clearwater for the simplification it provides. We have the ability to know in real-time what our holdings and their market values are."
Atara Bio 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.
As a market leader, this major airline places high importance on using the most efficient technology across their organization. This treasury team has reduced the time spent creating board reports by 90% and benefits from automated data aggregation, reconciliation, and reporting across their investment data.
With Clearwater Analytics, Intuitive Surgical can view high-level snapshots of their portfolio as well as detailed reports that provide an in-depth view of portfolio holdings. This has enabled simplified accounting entry uploads into their ERP and automated SEC disclosure reporting.
Garmin has portfolios distributed across multiple investment managers, and their manual reporting processes made evaluating the various managers’ returns and performance difficult.
Clearwater’s customizable reports and dashboards provide Garmin with clear metrics to analyze their managers’ performance.