See The Difference in Clearwater PRISM for Investment Management

Are you still wasting time gathering portfolio data from multiple legacy systems and struggling to manage spreadsheets that are already outdated once you hit save?  

Clearwater PRISM is a next-generation self-service technology solution that gathers, validates, standardizes, and normalizes data from an array of independent data sources, and is helping some of the most successful investment managers today. Think Aegon Asset Management, M&G Investments, Erste Asset Management and others. 

Clearwater PRISM lets internal and external users access investment, accounting, performance, and risk data comprehensively, and what they’re able to do with it in a single view is proving indispensable.   

On-demand data access to reports anytime from any place. Users can access all their investment data regardless of source in a single location.  

Pulling together a plethora of data sources, regardless of asset class, platform, region or format, into beautiful PDF client reports. 

Knowing all your data is automatically validated and cataloged within Clearwater PRISM prior to flowing into any reporting or downstream systems.  

And so much more. 

Yet, seeing it is believing it.   

Let us show you the power of PRISM in less than 60 seconds. 👇 ⏰ 

With PRISM, today’s investment managers can: 

1. Access Data On-Demand & Make Decisions Effortlessly

The Data Ops UI allows users to quickly access and view any data stored in Clearwater PRISM. Users can then drill down to examine the origination and monitor the data progress through the pipeline.  This gives users the ability to quickly meet the needs of various stakeholders and be fast to reply to ad-hoc requests to help provide a comprehensive picture of your firm, performance, and assets. This allows the reporting teams to know all data was received as expected.

2. Customize Dashboards to Meet Business Needs 

Users can build, edit, or modify dashboards as needed based on business needs, such as adding personalized commentary for a single or a group of clients. These include adjusting the layout of a dashboard as well as adding filters and customizing their view with on-brand design and curated content.

3. Create and Adjust Visualizations for Instant Data Analysis

Users can create visualizations from scratch or adjust existing visualizations to easily analyze their data anytime, anywhere, and with anyone on your team. These visualizations are stored in an insights bank for any user to reuse for their own reporting views.

4. Drag-and-Drop Attributes to Easily Create Pixel-Perfect PDFs

Users with no technical skills can create a pixel-perfect PDF using our Statement editor. Pages can be created by dragging and dropping any visualization or unstructured data point needed to create the PDF.

5. Effortlessly Create and Manage Pixel-Perfect Reports

Users can easily create and deliver pixel-perfect client reports by using our Self-Service Statement Editor.

Why Clearwater PRISM?

PRISM brings all your investment data together, in a single, scalable platform. The accuracy of the reporting is unbeatable. Plus, you can set it up on its own or add it alongside an existing solution.

Allow your internal and external consumers to easily access their data and tell your story in a way that other legacy tools can’t do.

Learn how PRISM can give time back to your investment managers so they can focus on deepening client relationships and providing world-class customer service that drives flows.

See For Yourself Today