Slow, Manual Reconciliation
Matching custodian and asset manager data often requires spreadsheets and late-night troubleshooting.
The Only Investment Data & Analytics Platform Built for Global Insurance Firms
Clearwater centralizes investment data, giving insurance firms an always-accurate, single source of truth.
The growing risk of legacy systems
Custodian-based solutions and outdated systems create more work, errors, and delays for your finance team. The associated risk is untenable.
Data Silos Everywhere
Lack of easy integration forces your team to toggle between platforms to pull piecemeal reports.
Compliance Shouldn’t Be This Hard
Keeping up with NAIC, Solvency II, and IFRS 9 feels like a full-time job when your systems are siloed.
Legacy Tech Drains Resources
Constant maintenance, costly upgrades, and IT dependencies add unnecessary complexity and expense.
Outdated Reporting Limits Decision-Making
If your system only batch processes data, you’re always working with yesterday’s numbers.
Unobtainable Data
Extracting data from custodian-based systems is slow, expensive, or outright impossible without IT involvement.
How Clearwater Transforms Investment Data & Insights
Our unified, cloud-native platform brings together the industry’s most advanced risk analytics, alternative asset intelligence, and world-class investment accounting and reporting — all in one seamless solution.
One Unified View Across Public & Private Markets
Gain a real-time, comprehensive view of your entire portfolio — from public equities and fixed income to private credit, structured products, and derivatives — all through a single pane of glass.
All Your Investment Data — One Platform, Complete Visibility
Disconnected systems create reporting delays and compliance risks. Clearwater covers the entire investment lifecycle and unifies investment data across front, middle, and back office.
Fully Integrated Tech Stack
Unify pre-trade, post-trade, and risk management in one platform. Eliminate fragmented workflows and manual reconciliations with an integrated system connecting data, risk models, and accounting.
Market-Leading Risk & Performance Analytics
Gain advanced risk modeling and alternative asset intelligence. Access multi-asset-class performance insights to drive better decisions and portfolio management.
Efficient Regulatory Reporting
Simplify compliance with NAIC, IFRS 9, and Solvency II. Automate reporting and ensure alignment across teams with real-time data accuracy.
Future-Proof Technology
Scale with confidence on a secure, efficient platform. With a single security master and automated data checks, Clearwater is the last upgrade your team will need.
Cloud-native. Automated. Built for Insurance.
Clearwater is a true cloud-native SaaS platform that eliminates reliance on legacy systems, so you can modernize your finance operations.
| Feature | Clearwater | Legacy Systems |
|---|---|---|
|
Built for insurance
|
Yes
|
Partial
|
|
Cloud-native SaaS
|
Yes
|
On-prem or retrofitted
|
|
Automated reconciliation
|
Yes
|
Manual processes
|
|
Real-time reporting
|
Yes
|
Batch processing
|
|
Compliance updates
|
Automatic
|
Manual effort required
|
|
Regulatory updates
|
Automatic
|
Manual effort required
|
|
Customizable dashboards
|
Yes
|
Manual effort or technical tools often required
|
Powering investment operations for the world’s leading insurers
"Adopting Clearwater Analytics is a big step forward in modernizing our investment operations to better serve our members and the broader UK insurance market."
Tom Clementi, CEO, Pool Re
Read client success story
"With Clearwater, we can confidently identify opportunities that yield strong returns while keeping risk in check — a critical balance in today’s financial landscape."
Kevin Carney, Chief Investment Officer, Security Mutual
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"We believe engaging Clearwater will help favorably position us for growth and operational efficiency."
Jo Anne Ferullo, CFA, Portfolio Managers with Franklin Templeton Fixed Income and co-leader of the firm’s Stable Value business
Read client success story
"Clearwater enables us to eliminate manual tasks and optimize our processes."
Boris Jacquet, Director of Investment Management, La France Mutualiste
Read client success story
Close Faster, Report Sooner, and Gain Real-Time Investment Clarity
From trade to compliance, streamline every step of your investment lifecycle in one seamless platform.
