Portfolio management, rerouting, and data aggregation on tradeable assets, and a comprehensive reporting solution.
Talk to an ExpertClearwater for OCIO
Clearwater provides OCIO’s a powerful platform to manage the entire investment lifecycle for your clients including portfolio management, order management, pre- and post-trade compliance, portfolio administration, risk, performance, CRM, data management, accounting, and reporting.
Grow Your Business
Portfolio management and rerouting made easy. Robust portfolio re-balancing and allocation tooling, with the ability to act with the click of a button.
Manage Expectations
Data aggregation on tradable assets powered by world-class reporting tools. Track activity from all angles with dashboards, KPIs, multiple formats, and custom reports.
Multi-Asset, Multi-Client, Multi-Account
Asset owners and asset managers alike value the comprehensive, always on view, with drill down to every detail required for performance, risk, compliance and tax.
See why your OCIO peers use Clearwater for their portfolio management and reporting.
"I have a super, super team at Clearwater. Responsive, friendly, and knowledgeable. Always willing to help and figure things out. It’s a wonderful team.”
"Risk changes and evolves, and you can’t be building for yesterday’s risk when you need to be thinking of what risks are around the corner."
"Clearwater gives us really updated information — updated pricing for the markets. It helps us to make decisions for the portfolio very rapidly."
