Transform Your Investment Analytics & Reporting

Cloud Based Investment Analytics and Reporting

Clearwater Analytics is the only true SaaS for investment accounting and analytics that allows insurers, asset managers, and corporations to aggregate data from thousands of sources daily to prepare accurate, reconciled, and validated financial reporting and analysis.

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Platform Features

True Software-as-a-Service Investment Accounting

We provide insurance, asset managers, and corporations with one master data set that is aggregated, reconciled, validated, and maintained for all clients. This is what makes us different. Our single instance, multi-tenant solution allows us to act quickly on our clients’ behalf to correct data issues. Our global team of financial specialists work 24/7 to completely remove the tedious burden of managing data aggregation and validation.

Clear And Connected Data

With thousands of data connections to custodian banks, investment managers, brokers, order management systems, and third-party data sources that automatically pull in data every morning, we've made aggregating your data a breeze.

Data Validation And Reconciliation - Automated

Each day, our clients' investment data is reconciled and validated against security master and other internally generated system data. This constant data upkeep gives clients the confidence that they are basing strategic investment decisions on accurate and up-to-date data.

All Inclusive Regulatory Compliance & Reporting

Clearwater’s investment accounting tools were built with the flexibility to handle multiple currencies, accounting bases, and asset classes. The system supports local GAAP, IFRS, BSCR, Solvency II, Lloyd's Syndicate requirements, Tax reports and disclosures, and more. The system provides customised general ledger entries and a suite of standard regulatory reports.

Accounting That Never Misses A Beat

Our fully reconciled data set feeds our reporting and analytics engine, meaning your accounting and reporting is streamlined and always using the most up to date data giving you the power to manage your investments more efficiently.

Unparalleled Customer Support and Training

We provide responsive, consistent, and effective support so you can focus on what you do best: managing your investments. Never miss a beat with a dedicated servicing team that acts like an extension of your team. world class customer support has earned us 98% client retention and industry leading customer experience scores.

Always-On, Ever-Accessible Data

Your data is available to your company and your clients whenever, and wherever it's needed. Access your portfolio data from anywhere with an internet connection. Standardised accounting and regulatory reports as well as flexible, dynamic custom reports are delivered with real-time data.

Want to see more? Explore the platform.

Explore Platform
  • Clearwater Analytics provides the first and only fully managed, cloud-native, multi-bases and multi-currencies solution for investment accounting and reporting that is revolutionising the insurance industry. Designed to meet the complex needs of insurers’ growing demands for data agility, scalability, and cost efficiency. Our single instance, multi-tenants model eliminates legacy processes and technologies.

    "We have been familiar with Clearwater’s impressive offering for quite a while. And the time was exactly right for us to take Clearwater’s investment accounting and reporting solution. They will provide invaluable additional Lloyd’s expertise and processing capabilities to Chaucer, which will enable us to continue to operate smoothly as our business grows."

    Simon Tighe, Head of Investments & Treasury, Chaucer

  • Use data-driven insights to make fast, informed decisions. We deliver reporting, analytics, and portfolio management insights to every level of the organisation. Global clients trust Clearwater to deliver investment accounting and reporting for institutional, private wealth, family offices, alternatives, hedge funds, and more. Grow revenue with portfolio analytics and tailored reporting to win and retain clients. Clearwater solution enables you to manage your investment data and book of record with a single source of truth.

    "We recognized that in order to retain our leadership in the insurance asset management market and meet our growth ambitions, we needed leading-edge technology to match those objectives. We chose Clearwater for its integrated view across asset classes and its regulatory reporting. This will enable us to replace multiple accounting and reporting systems with one platform."

    Wouter Peters, Global Chief Operating Officer, Aegon AM

  • Clearwater is a scalable investment as a service solution that supports multi-basis, multi-currency reporting from one deployment. We exist to improve enterprise-wide visibility to risk and to enable more informed decision-making. Gain a holistic, real-time view of cashflow projections, that account for the day’s trading activity. The system operates as a true investment sub-ledger and provides customized general ledger entries.

    "Clearwater’s best-in-class solution has simplified our processes considerably. With timely and accurate reporting and unlimited support from Clearwater’s client services team, we have peace of mind that our data is accurate and up to date."

    Berry Kennedy, Director of Treasury, Booking.com

Insurance

Clearwater Analytics provides the first and only fully managed, cloud-native, multi-bases and multi-currencies solution for investment accounting and reporting that is revolutionising the insurance industry. Designed to meet the complex needs of insurers’ growing demands for data agility, scalability, and cost efficiency. Our single instance, multi-tenants model eliminates legacy processes and technologies.

Asset Managers

Use data-driven insights to make fast, informed decisions. We deliver reporting, analytics, and portfolio management insights to every level of the organisation. Global clients trust Clearwater to deliver investment accounting and reporting for institutional, private wealth, family offices, alternatives, hedge funds, and more. Grow revenue with portfolio analytics and tailored reporting to win and retain clients. Clearwater solution enables you to manage your investment data and book of record with a single source of truth.

Corporations

Clearwater is a scalable investment as a service solution that supports multi-basis, multi-currency reporting from one deployment. We exist to improve enterprise-wide visibility to risk and to enable more informed decision-making. Gain a holistic, real-time view of cashflow projections, that account for the day’s trading activity. The system operates as a true investment sub-ledger and provides customized general ledger entries.

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