Discover new features and products from Clearwater!

What’s new with Clearwater’s Income Forecast offering? See for yourself in our upcoming product tours!

Each 30-minute product tour will give you an in-depth view of Clearwater’s Income Forecast offering and show you how you can integrate this offering into your processes. Fill out the form at right to RSVP and select the date that works best for you. Feel free to invite your team members to attend as well!

Upcoming Income Forecast Product Tour:

• Wednesday, May 8 | 2 p.m. EST

Now’s the time to check out Income Forecasting from Clearwater.

Sign by June 1 and receive promotional pricing with a 25% discount for the rest of 2024.

Income Forecast Product Features:

• Upload Custom Curves: Select a Clearwater-provided yield curve for your forecast or build your reinvestment curve based on your own assumptions.
• Select Forecast Variables: Select accounting basis, time horizon, choose from dozens of reinvestment curve options, or select a constant reinvestment rate.
• Customize Forecasting: The Income Forecast tool enables you to input non-investment cash flows.
• Support for All Asset Types: Income Forecast can be used to analyze all security types including equities and other non-fixed income assets.
• Customize Reinvestment Assumptions and Configurations: Configure reinvestment assumptions at the account level or by security type and select applicable reinvestment curves or constant reinvestment rates.