Clearwater Analytics and JUMP Technology to Join Forces

Building a Comprehensive, Trusted Full Investment Lifecycle Platform

Clearwater Analytics aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our single instance, multi-tenant investment reporting software allows our global clients to radically simplify their operational processes and gain greater accuracy, speed, and scalability with their investment assets.

To continue to give our clients the cutting-edge technology solutions that allow them to grow, optimize, and scale their operations, we’re thrilled to announce that Clearwater has agreed to acquire JUMP Technology. What makes this acquisition especially exciting is that it accelerates our new expanded vision to bring a unified platform for the entire investment lifecycle to the marketplace.

The deal is expected to close in the next 60 days subject to customary closing conditions. We’re excited to share a preview of what you’ll be able to achieve with this powerful, comprehensive front-to-back offering.

Key Acquisition Benefits

JUMP offers advanced, robust capabilities for Clearwater Analytics’ clients to unlock significant additional value from a full suite of offerings, including:

• Portfolio Management System (PMS) / Order Management System (OMS) – Asset managers and owners alike can access real-time positions and values, build models, and simulate both prospective and historical scenarios to drive returns, mitigate risk, and understand exposures. Traders can send orders to the market across brokers, via the FIX protocol for execution, then rebalance portfolios and manage allocations, while screening for potential compliance issues pre-trade, in real-time. Working seamlessly with the Clearwater platform, it can provide an end-to-end solution for the entire investment lifecycle.

• Performance Analysis – Investment teams of all sizes can access performance in real-time, with the ability to break down returns as granular as the security level, measure against customized benchmarks, manage to models, run what-if scenarios, and view custom sector attribution across return types.
• End-to-End Platform – Asset managers as well as hedge fund managers will find the complete end-to-end solution spanning portfolio management, order management, validation, performance, accounting, customer relationship management, and reporting from a single, unified cloud-based platform to be a pathway to modernizing infrastructure for growth. For asset managers and owners this solution becomes a competitive differentiation.
• Unit Linked Funds – European insurance companies managing Unit Linked Funds can access a complete set of tools to track agents, liabilities, valuations, and reconciliation, complemented by full support on the accounting of the funds, including Net Asset Valuation (NAV) and supporting validations.

Once the deal closes, we hope to share more of our plans to come. We are excited to join forces with JUMP and welcome their esteemed clients to the Clearwater family.

If you’re interested in learning more about our flexible, modularized solution end-to-end platform, we’d love to tell you all about it! With a click, you can speak to one of our experts.

We’re ready to grow our Clearwater and JUMP communities and look forward to meeting each of you. It only gets better from here.

Sandeep