Alex Strekel
Director, Investment Management Solutions
Alex Strekel joined Clearwater in 2015 and leads a team of business development professionals who specialize is solving operational, accounting, and reporting challenges for asset managers. Alex and his team focus on the key trends impacting the markets and help managers find custom solutions that address both market- and firm-specific needs to provide scale, accelerated growth, and improved margins.
Alex has more than 15 years of experience in financial services, allowing him to consult with all aspects of asset management operations. His career began in market data with Thomson Financial, transitioning to operations and trading with Fidelity; prior to Clearwater, he managed fixed-income portfolios at a Connecticut-based asset manager.
Alex is a graduate of Bates College in Lewiston, Maine and lifelong Connecticut resident. He currently resides in Old Lyme, Connecticut with his wife, son, and daughter, along with their two cats. When not working, you can find him spending time with his young family, keeping active, or attempting his latest “home improvement” project.
Are you tired of your portfolio management and operations teams using disparate platforms to manage your firm’s investments? Does your organization juggle license restrictions and user interference when trying to access business critical software? Are verifiers and auditors calling attention to the manual uploads and duplicative data entry associated with siloed, outdated systems?
Future-proof your business now. With the addition of our SaaS-based Order Management System (OMS), Clearwater clients are benefiting from an established end-to-end platform that provides functional coverage for front, middle, and back-office investment operations. Clearwater’s foundational single-instance, multi-tenant data model simplifies the entire investment life cycle for strategic integration of pre- and post-trade workflows.
Drive Your Growth, Impress Your Clients
Clearwater offers a 100% SaaS-based solution to eliminate installed servers, system upgrades, and patchwork required by legacy systems. Free up your investment and operations resources so they can focus on managing assets, driving performance, and providing clients with excellent customer service.
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A Proven Data Foundation
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- Derive insights from an institutional-caliber data management process that empowers your team to focus on proactive business initiatives. With Clearwater’s multi-asset class aggregation, reconciliation, and calculation engines, managers can play offense with their client’s portfolios, and trust that the security master and accounting data is complete, timely, and accurate. The platform supports your growth, with no asset class or currency restrictions.
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SaaS-Based OMS and PMS
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- Our order management system allows you to turn insights into action and make orders with the simple click of a button. From modeling and simulation, to order staging, execution, and affirmation, our OMS supports the entirety of the order processing chain. It adapts to different ways of sending orders and can manage several types of orders across various standard connectors such as FIX, SWIFT, and others.
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Multi-asset Calculators Purpose-built for Diverse Portfolios
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- Access accurate accounting, performance, and analytics calculations for all your assets. Clearwater provides detailed GIPS-compliant contribution and attribution analysis, with full support for custom sectors and risk ratios. Our dual-entry accounting system is unprecedented and creates a traceable dataset that can ease ad hoc requests, the audit process, and internal communication.
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Modular Back-Office Tooling, With Open System Integration
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- Clearwater’s products are tightly integrated into your ecosystem, giving you flexibility to pick and choose which modules fit your needs today. If Billing and Composite Management aren’t applicable for you, for example, don’t pay for them. Your data is made available to your firm with open APIs for integration downstream, so that Clearwater can seamlessly fit into your desired future state.
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Pre-Trade and Post-Trade Compliance Monitoring
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- Whether you configure your own strategy-specific rules and restrictions or use a library of regulatory and client-driven thresholds, Clearwater’s role-specific compliance engines can monitor trading and portfolio drift before each trade and each day thereafter.
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Client Reporting and Client Portal
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- Clearwater offers many ways to level up your communication with clients. Find comprehensive out-of-the-box and customizable reports that can be easily shared with clients and accessed at the click of a button or pinned to dashboards for quick and easy access. Tailor client review books and deliver up-to-date views to clients. Securely export report packages or post them to your digitally branded portal for clients to access in addition to other critical documents. Don’t be left behind because your system can’t provide the data your clients care about.
Request your custom consultation today.