An end-to-end solution for OCIOs

Portfolio management, rerouting, and data aggregation on tradeable assets, and a comprehensive reporting solution.

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Clearwater for OCIO

Your Partner for Success

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

Streamlined Multi-Portfolio Management

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

Comprehensive Data Gathering, Accounting and Reports

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

Easily manage clients of all sizes

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.

Talk to an Expert
  • "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.”

    Cathi Fletcher, Vice President at JP Morgan

  • "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."

    Kevin Bannerton, Managing Director, Deutsche Bank AG

  • "Clearwater gives us really updated information — updated pricing for the markets. It helps us to make decisions for the portfolio very rapidly."

    Beth Sanford, CFA, Assistant Portfolio Manager, AAM


Fact Sheet

Clearwater for AM

Clearwater provides the infrastructure our clients need to responsibly manage investments, diversify asset classes, and scale with any data management needs that may arise in the future.

Fact Sheet

A Scalable Solution for OCIO

OCIO firms have seen significant growth in recent years, and that growth has come with the challenges of increased client demands.


Prism Warehouse

With Clearwater Prism Warehouse, you can take any data source for your investments and combine them into one view for easier access, greater accuracy, and more timely delivery to stakeholders.

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