Complete, timely, and actionable investment data that’s supported by portfolio management, risk analytics, trading, and operational automation to modernize your business.
ASSET MANAGERS CHOOSE Clearwater TO
Get out of spreadsheets and fragmented tools and into a single, scalable, cloud-native asset management tool that untangles complexity. Leverage built-in AI to move from insight to action instantly.
Easily manage portfolio construction and execution with operational alignment using Clearwater’s AI-enabled, single-instance, multi-tenant solution.
Automatically aggregate, clean, and validate multi-source data, aligning processes from portfolio construction to client and regulatory reporting.
Structure, price, model, and build custom scenarios for complex assets, and run stress tests to manage risk and keep your investments on track.
Clearwater CAPABILITIES
Take the next step with a fully integrated asset management solution that adds clarity, precision, and efficiency to your investments.
Establish a single, trusted foundation for performance, reporting, and compliance.
Automate accounting calculations to support timely, accurate, and accessible ABOR.
Attribute performance across strategies, simulate market shocks, and assess portfolio risk.
Gain real-time position and cash tracking across all investment vehicles.
Model, price, and manage complex instruments in an open, cloud-native environment.
Redefine workflows with GenAI that continuously handles reconciliation, reporting, compliance.
Clearwater’s asset management solutions seamlessly integrate across the entire investment lifecycle. From initial investment strategy to performance monitoring and reporting, see how Clearwater simplifies front-to-back workflows and improves data accuracy.
Whether you’re managing multi-client portfolios, improving client reporting, or optimizing fund performance, Clearwater’s asset management solutions streamline operations and provide insights to drive smarter investment decisions.
Add precision to complex portfolios with front-to-back visibility, centralized data and reporting, integrated risk analytics, and automated compliance.
Elevate client reporting and portfolio insights with aggregated investment data, customizable client reporting, and streamlined workflows with a single vendor approach.
Manage diverse assets from a single dashboard with visibility across public and private investments to track complex, multi-entity structures with one accounting platform.
Optimize fund operations and risk management with full visibility into multi-asset portfolios, automated NAV calculations, and performance attribution.
Richard Gordon Controller, Prosperity Asset Management
Dirk Manelski Managing Director, Chief Technology Officer, PIMCO
Hugues Bernard Head of Technology and Transformation, Ofi Invest Asset Management
John Stecher Chief Technology Officer, Blackstone
Jeff Robertson Head of Retail Distribution, Enablement and Operations, TD Asset Management
Say goodbye to spreadsheets and fragmented legacy systems.
Recent geopolitical risk and market volatility have accelerated the trend among energy firms for enterprise risk management and renewed the focus on scenario- and stress-testing capabilities, says Brian Wood at Beacon by Clearwater.
Based on insights from Clearwater Analytics and Invesco’s webinar: Unlocking Private Credit in Institutional Portfolios: From Allocation to Operational Reality
The recent PRMIA webinar on the future of risk and performance generated a number of thoughtful audience questions, several of which there was not time to address in full during the live session. The following are extended responses to five of those questions, on topics that came up repeatedly during the panel discussion and in the Q&A.