Meet with Us to Learn More

Expand Your Horizons with Clearwater JUMP

Clearwater has transformed the world of investment accounting, reconciliation, and reporting. Last year we expanded our offering to include an end-to-end platform with with our acquisition of JUMP Technology - introducing Clearwater JUMP!

The solution includes:

  • End-Client Web Portal
  • Order Management System (OMS)
  • Portfolio Management System (PMS) - Risk Compliance, Rebalancing
  • Pre- and Post-Trade Compliance
  • Performance Plus
  • And More...

Share a bit of information about yourself and let us do the rest.

These solutions are made for institutional and wealth managers, insurers, and corporate treasurers – bringing a new level of sophistication and customization to investment management and operations.

Please complete the form to schedule time with a member of your Servicing Team. During this meeting, you will learn more about Clearwater JUMP and whether it is a good fit for your organization. Don’t hesitate, let’s get started!

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Why Clearwater Analytics?

Investment professionals worldwide choose Clearwater Analytics’ SaaS solution for automated investment accounting, aggregation, reconciliation, and reporting.

$8.8T

AUM on the System

100%

SaaS System

91%

Fully Automated Reconciliation

13K+

Users on the System

1200+

Product Releases in Each Year

>60

Net Promoter Score

"Clearwater Analytics offers a significant evolutionary leap in the world of investment management and portfolio reporting. By increasing the quality and flexibility of our portfolio's reporting while reducing the amount of time to create it, our investment team has experienced many tangible benefits by using Clearwater—all without any sacrifice to the integrity of the data."

Greg Bromberger, Director of Treasury, Cisco Systems, Inc.