See why hundreds of firms across the globe trust Clearwater...
Clearwater JUMP
An end-to-end asset management platform to simplify the entire investment life cycle.
Clearwater JUMP fits seamlessly into your processes, with modular flexibility to deliver what you need within a single solution.
Clearwater JUMP Features
A full-featured, comprehensive solution, right-sized for your needs.
Clearwater JUMP adds to Clearwater’s full complement of asset management solutions to include an order management system, portfolio management system, advanced performance calculations, embedded customer relationship management system, and more.
Clearwater JUMP
You finally have a complete solution with OMS, PMS, reporting, performance, and reconciliation and data aggregation tools with IBOR functionality. JUMP has flexible reporting to make changes on the fly, the ability to create custom calculations, and an open architecture allowing you to manage, trade, and report on your investments without compromise.
Portfolio Management System
Drive strategic decision-making with a portfolio management system that gives you real-time position-keeping across all asset classes. View and monitor multiple strategies, model portfolios, run simulations, access analysis, and rebalance in a single place, complete with full pre-trade compliance.
Order Management System
Turn insights to action and place orders at the click of a button with an order management system that supports the entire order processing chain from blotter creation to routing and affirmation. Clearwater JUMP OMS can adapt to different order transmission methods and manage different types of order placement across standard connectors with FIX, SWIFT, and others, along with your brokers and counterparties.
Clearwater Performance Plus
Enhance your performance reporting with a standalone Performance Book of Record (PBOR) and calculations for contribution and attribution analysis, with support for custom sectors, models, and risk ratios. Create highly customized reports and dashboards tailored to your firm and clients for all levels of sophistication.
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Clearwater JUMP is a modular end-to-end platform for investment management firms that provides complete functional coverage for front, middle, and back-office investment operations; full lifecycle investment management.
"We chose Clearwater JUMP not only because it meets our operational and regulatory needs today, but because its adaptability will allow us to meet our future needs tomorrow.”
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Everything you need to manage multiple client portfolios, transmit and manage orders for investments in traditional assets as well as alternatives, apply real-time decision support based on portfolio goals, and optimize position keeping.
"The Clearwater JUMP platform covers all of our needs and provides us with a sustainable, scalable, and adaptable solution, capable of supporting us in the long term."
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Flexible and comprehensive performance analysis, with calculations including performance contribution and attribution analysis, risk-adjusted ratios, stress tests, and VaR.
"The richness of Clearwater JUMP's reporting features, were what made Clearwater JUMP stand out compared to other reporting solutions on the market."
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Create and manage fund structures, capture positions, transactions, and cash, accrue multiple expense types, strike a daily Net Asset Valuation (NAV), and have a robust set of NAV control checks with a full suite of reporting.
"Clearwater JUMP stood out because of the completeness of its solution and both its modular and “all-in-one” approach. Clearwater JUMP has also been able to offer us a true partnership with software and financial services that evolve with our growth."
