More than 1,000 organizations trust Clearwater Analytics to deliver timely, accurate, and comprehensive investment accounting and reporting on over $7.3T in assets daily.
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Automated
Efficiently scale your investment strategy, diversify asset classes, and improve your data management processes.
Comprehensive
Toggle between high-level and in-depth portfolio views for your portfolio book-of-record accounting, compliance monitoring, performance metrics, and risk analytics.
Accurate
View outstanding data issues in real-time, monitor compliance, and track your portfolio exposure at the click of a button.
Discover the difference transparency in data can make for your business.
We’ve worked with thousands of corporate treasury teams to reduce their month-end close processes, improve insights into manager performance, and invest in new securities and strategies by providing transparency in portfolio analytics. See what we can do for you.
“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.”
Your peers are using Clearwater Analytics to automate tasks associated with reconciliation and reporting — allowing them to work more efficiently and spend more time managing their investments.
"Clearwater is a great solution for government entities. The system has so many resources for us to put together custom reports for anyone who needs them so we can maintain complete transparency. Compliance and performance are easy to monitor, which our stakeholders absolutely love."
We provide on-demand access to comprehensive portfolio analytics to help asset management firms grow revenue at an accelerated rate and tell their story effectively with tailored reporting that wows clients.
"With Clearwater, we can focus on strategy, and not on reconciling numbers. Clearwater lets us focus on making sure the client is in the driver’s seat and making sure that we give the client what the client needs."
We’ve helped insurers reduce the time they spend compiling and reconciling data and preparing reports by over 50%. Insurers love Clearwater for the automated and scalable global regulatory reporting we provide such as NAIC and Solvency II.
"We made the decision to use Clearwater because their highly automated platform and process provides daily reconciled data, resulting in improved reporting and analysis capabilities for accounting, performance, and other metrics."
Clearwater provides accurate, timely, and comprehensive investment data.
With thousands of data connections to custodian banks, investment managers, brokers, order management systems, and third-party security master data vendors that automatically pull in data every morning, we’ve made aggregating your data a breeze.
Clearwater’s investment accounting software automatically reconciles investment data across your portfolio daily, using a thorough process that reconciles your data against third-party sources and a robust security master file.
We call it a daily soft close that’s like getting month-end, audit-quality data every day. This ensures you know where you stand, and you can get to work right away with validated, actionable data.
Clearwater’s accounting-centric solution provides automated book of record accounting and supports multi-GAAP, STAT, IFRS, and TAX accounting bases. This automated, multi-basis, multi-currency, and multi-asset class accounting engine, allows teams of all sizes and complexity close in their books in less than half the time.
You can also count on support for changing investment accounting standards, with updates incorporated right into the system, so accounting teams have what they need to comply with new and evolving standards.
The Clearwater system is accessible anytime, from anywhere. Easy-to-read reports and dashboards are quickly created, saved, customized, and shared so teams can collaborate, and users can quickly provide stakeholders with the exact data they need.
Our fully reconciled data set feeds our reporting and analytics engine, meaning your reporting is always up to date and you have the power to manage your investments more efficiently.
We strive to provide responsive, consistent, and effective support so you can focus on what you do best: managing your investments. It’s our responsibility to earn your business every day by providing the highest-quality support and training.
