Clearwater Analytics for Insurers
Aggregate, enrich, and report on your complex global investments while managing diverse reporting requirements including NAIC, IFRS, Solvency II, and global GAAP standards.
Platform Features
Insurance companies of all sizes choose Clearwater to support their investment accounting, reconciliation, analytics, and reporting — spanning complex asset classes, global currencies, varying accounting regimes, multiple portfolio types, and external managers.
Clearwater is uniquely positioned to aggregate data from custodians, indices, and your internal systems while providing highly accurate data reconciliation and accounting.
Sophisticated insurance investment teams manage risk by diversifying assets and strategies. Clearwater provides the transparency needed to ensure compliance with regulations such as NAIC and Solvency II, understand performance, and accurately see the portfolio exposure.
Let us do the work so you don't have to. Clearwater proactively adapts our regulatory reporting in accordance with changing guidance from the NAIC, FASB, SEC, EIOPA, BMA, IASB, and more.
Let Clearwater do the heavy lifting, managing your data, reports, and accounting so you can focus on generating insights, realizing gains, and reducing risk.
Dedicated teams serve as an extension of your investment operations by providing unlimited and timely support while simultaneously helping you unlock the full power of Clearwater's features.
Meet growing investor demand with a end-to-end solution for complex fund structures such as unit-linked funds. Automate processes, manage positions and cash, control risk, and provide transparency to clients of all sizes and complexity.
Want to see more? Explore the platform.
Clearwater has successfully automated Delphi’s data feeds and created an integration with Delphi’s risk analytics system. The Clearwater system now performs the leg work for inbound and outbound data feeds. Eliminating the amount of manual work with an automated process has allowed the Delphi team to focus on more meaningful work.
“Clearwater has transformed the way we do business. A majority of the higher-risk, manual touchpoints have been automated away, with appropriate data validation checks to ensure a high-quality end product."
Clearwater’s daily reconciliation and flexible reporting in multiple accounting bases enables Catalina to get the data they need to standardize their investment accounting for new acquisitions. Catalina leverages their client services team to provide unlimited support and industry updates on Solvency II reporting, BMA requirements, and more for full multinational regulatory support.
"We acquire firms worldwide, all of them utilizing diverse systems and processes for investment accounting and reporting. We rely on Clearwater to standardize this process in a way that is scalable."
Clearwater’s integrated system for reporting, reconciliation, and data aggregation provides AAM with streamlined and scalable operational processes. Automated regulatory disclosures enable an efficient and accurate period-end close for AAM’s approximately 100 clients. And with Clearwater’s tri-party reconciliation, AAM has clean and dependable investment data they need to make strategic investment decisions.
“Clearwater allows us to serve our clients more efficiently through greater automation in our daily and period-end operational tasks.”
Clearwater’s automated daily reconciliation reduces Sagicor’s manual processes, eliminating 10 days from their month-end close.
“Our prior manual processes were time-consuming and cumbersome. We can now focus on analyzing our portfolio at a higher level and in a timely manner.”
Clearwater has successfully automated Delphi’s data feeds and created an integration with Delphi’s risk analytics system. The Clearwater system now performs the leg work for inbound and outbound data feeds. Eliminating the amount of manual work with an automated process has allowed the Delphi team to focus on more meaningful work.
Clearwater’s daily reconciliation and flexible reporting in multiple accounting bases enables Catalina to get the data they need to standardize their investment accounting for new acquisitions. Catalina leverages their client services team to provide unlimited support and industry updates on Solvency II reporting, BMA requirements, and more for full multinational regulatory support.
Clearwater’s integrated system for reporting, reconciliation, and data aggregation provides AAM with streamlined and scalable operational processes. Automated regulatory disclosures enable an efficient and accurate period-end close for AAM’s approximately 100 clients. And with Clearwater’s tri-party reconciliation, AAM has clean and dependable investment data they need to make strategic investment decisions.
Clearwater’s automated daily reconciliation reduces Sagicor’s manual processes, eliminating 10 days from their month-end close.
