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.

Atara Bio Logo
Dell logo
Spotify logo
Intuitive logo
Garmin logo
Autodesk logo

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.

Want to see more? Explore the platform.

Explore Platform
  • client-logo
  • client-logo
  • client-logo
  • client-logo
  • 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."

    Tina Gullotta, Director of Treasury, Atara Biotherapeutics

  • Clearwater’s automated journal entry process saves Autodesk hours at month-end. Clearwater’s cash flow forecasting tool enables Autodesk to strategically manage their portfolio by providing details for when Autodesk’s in-house portfolios will receive coupons, dividends, and maturities that can be reinvested.

    "It's incredibly convenient to track all of our investment accounts in the same portal. Clearwater's customized reporting allows me to view the data I need."

    Brandon Hillstead, Director of Treasury, Autodesk

  • 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."

    Brian King, Treasurer, Intuitive Surgical, Inc.

  • 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."

    Tim Johnson, Director of Finance, Garmin

client-logo

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.

client-logo

Clearwater’s automated journal entry process saves Autodesk hours at month-end. Clearwater’s cash flow forecasting tool enables Autodesk to strategically manage their portfolio by providing details for when Autodesk’s in-house portfolios will receive coupons, dividends, and maturities that can be reinvested.

client-logo

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.

client-logo

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.

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.

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