An end-to-end asset management platform to simplify the entire investment lifecycle for large, mid-size, and small firms.

 

From portfolio and order management to performance, risk, and accounting, Clearwater JUMP is a seamless, full investment lifecycle platform that simplifies your processes with AI-enabled technology.

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JP Morgan
AAM logo
APA logo
The logo for Halyard Asset Management, LLC.
London & Capital
Treasury Partners logo
Performa Logo
Public Trust Advisors logo
Cardinal Capital Logo
Fifth Third Bank logo
Greenline Partners logo
A logo for Franklin Templeton Investments.

Simplify the Full Investment Lifecycle

A full-featured, comprehensive solution, suited to your needs.

Refine your investment management processes with a single, scalable solution for OMS, PMS, reporting, performance, reconciliation, and data aggregation tools with IBOR functionality.

  • Drive strategic decision-making with a system that gives you a real-time view whenever you need it
  • Turn insights into action and place orders at the click of a button
  • Create portals custom-fit for your clients and share portfolio details

Front, Middle, and Back-Office Support

Small and Mid-Sized Asset Managers

This front-to-back-office solution is designed from the ground-up to be flexible and customizable to meet the demands of fast-moving, growing asset managers and help you easily adapt to changing strategies.

  • Scale reporting across portfolios, models, and asset classes
  • Flexibility to manage large and small accounts
  • A full-featured, comprehensive solution trusted by asset managers around the globe

Provide An Exceptional Client Experience

Optimized Client Portals

Clearwater’s client portal solutions allow you to create customized views that exceed client expectations and help differentiate your firm’s offerings.

  • Quickly customize the appearance of your portals with logos and branding.
  • Use a report designer to easily generate charts and figures.
  • Set the parameters of what each client can see in their portal.

See why hundreds of firms across the globe trust Clearwater...

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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 powered by gen AI.

    Clearwater JUMP

    "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.”

  • Everything you need to manage multiple client portfolios, large or small. 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.

    Clearwater OMS/PMS

    "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."

  • Enhance your performance reporting with a standalone Performance Book of Record (PBOR) and calculations for accurate contribution and attribution analysis, with support for custom sectors, models, and risk ratios. Create highly customized reports and dashboards tailored to your clients.

    Clearwater Performance Plus

    "The richness of Clearwater JUMP's reporting features, were what made Clearwater JUMP stand out compared to other reporting solutions on the market."

  • 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 for Unit Linked Funds

    "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."

Clearwater Jump

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 powered by gen AI.

Clearwater JUMP

Order and Portfolio Management

Everything you need to manage multiple client portfolios, large or small. 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.

Clearwater OMS/PMS

Performance

Enhance your performance reporting with a standalone Performance Book of Record (PBOR) and calculations for accurate contribution and attribution analysis, with support for custom sectors, models, and risk ratios. Create highly customized reports and dashboards tailored to your clients.

Clearwater Performance Plus

Unit Linked Funds

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 for Unit Linked Funds

"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.”

"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."

"The richness of Clearwater JUMP's reporting features, were what made Clearwater JUMP stand out compared to other reporting solutions on the market."

"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."

Fact Sheet

End-to-End Investment Cycle Solution

Clearwater JUMP is a modular end-to-end platform for asset management firms. It provides complete functional coverage for front, middle, and back-office investment operations.

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Fact Sheet

OMS/PMS

Clearwater JUMP OMS/PMS includes both order management and portfolio management for growing asset management teams and institutional investors.

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Fact Sheet

Performance Plus

Performance Plus is the answer for firms looking for best-in-class performance measurement, tailored to their needs.

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