Intuitive Surgical is a healthcare equipment and services company with a portfolio of more than one billion dollars in assets under management (AUM). Their portfolio includes equities, corporate bonds, municipal bonds, agency discount bonds, and more.
- Headquarters Sunnyvale, California
- Assets Under Management $1B
- Website https//www.intuitive.com/en-us
With Clearwater’s automated reconciliation, the Intuitive Surgical team has control over their investment accounting data without the need for manual processes. Intuitive Surgical can view snapshots of their portfolio or detailed reports for a high-level or in-depth view of their holdings. This has enabled simplified accounting entry uploads into their ERP and automated SEC disclosure reporting.
“We get so much value out of Clearwater. We have a lot of activity at month-end, so Clearwater’s expertise has alleviated the majority of the burden and enabled us to automate many of our processes. Clearwater has been extremely helpful with speeding up everything for us.”
Brian King, Treasurer, Intuitive Surgical, Inc.
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Clearwater’s automated reporting functionality for FAS 115-2 and other disclosures saves time and money for Halyard and its clients.
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