eBooks November 1, 2021

Income Forecast Tool

  • Share:

Income forecasting is vital to the modern investor, but this type of reporting is often prepared manually by combining disparate data from multiple systems before even analyzing the data. These forecasting calculations are important as they affect future book values and yields along with other aspects of financial reporting.

Income Forecast is an automated post-trade tool which integrates with your core Clearwater data to help further analyze book income and yields, reinvestment income, accretion/amortization, realized gain/loss, and interest income.

Investment professionals unlock an amortization forecast that is consistent with the same amortization models used in accounting records. This provides reconciled, up-to-date information to support efficient and strategic analysis and planning.

Please provide the following details: