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CLEARWATER AI

AI built to execute — not just analyze — your investment workflows.

Clearwater AI is the embedded intelligence that brings an industry-leading data foundation to life, turning reliable data into conversations, automated workflows, and insights.

See Clearwater GenAI in action

Don’t settle for AI that just “thinks with you.”

Only with reliable data does AI transition from noise to a powerful lever. Most platforms stop at answering questions. Clearwater AI goes further, transforming intelligence into automated action across the entire investment lifecycle.

Go broad

Talk to your data

  • Get instant, visualized answers
  • Eliminate clicks and downloads
  • From question → insight in seconds

Most platforms stop here

Go deep

Purpose-built AI agents

  • Solve firm-specific problems
  • Create agents with unique skills
  • Total customization and control

Automate it all

Agentic workflows

  • Automate repetitive, mundane tasks
  • Schedule or run on-demand
  • Natively integrated with your data

Designed as a Book of Record. Built for orchestration.

Clearwater is purpose-built on a single source of truth, meaning our AI runs on a clean, connected, and trusted data foundation. Every layer of the platform works together so that intelligence doesn’t just inform your decisions, it executes them.

Security Master

AI is only as reliable as its foundation. A single security master acts as a “golden source” of truth for financial instrument data.

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Data Plane

Our agents draw on the exact same clean data standard trusted to process over $10 trillion in global assets daily.

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Accounting Engine

A robust, multi-basis calculation engine supports every asset class and enables agents to translate raw data into strict financial realities.

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Generative AI

Embedded Clearwater AI helps your team work smarter through intelligent copilots and customizable AI agents.

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Front-to-Back Execution

Seamlessly hand off tasks to your digital workforce to automate complex, multi-step workflows end-to-end.

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“Clearwater can compress data cycles from 30 days to 24 hours … allowing firms to identify issues and make decisions with speed and confidence.”

Brian Cassin

Capital Markets Leader, AWS

“With Clearwater AI’s workflows, the process is fully automated. Data is pulled, cleaned, and prepared automatically. What used to take an hour now takes about 3 minutes.”

Chief Operating Officer

Large Insurance Asset Manager

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PURPOSE-BUILT AGENTS

Get a team of AI specialists, not another tool.

  • Launch tasks and review outputs in one workspace
  • Build custom agents with no-code, role-based logic
  • Automate reconciliation, reporting, compliance, portfolio analysis, and more
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TALK TO YOUR DATA

Use natural language to ask questions or request reports.

  • Ask complex portfolio questions, get instant answers
  • Run live risk analysis and scenario modeling
  • Generate insights from 500+ reports and 5,000+ data attributes
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AGENTIC WORKFLOWS

Automatically execute multi-step processes end to end.

  • Run workflows across reporting, accounting and compliance
  • Orchestrate agent handoffs for fully automated workflows
  • Enable human-in-the-loop approvals for oversight

Modern leaders manage investments with AI.

Sound investment decisions start with solid data. See how leading institutional investors use Clearwater to turn data into action across every function.

Eliminate manual reconciliations

Automatically detect, match, and resolve data discrepancies across systems — reducing errors, accelerating close cycles, and eliminating Excel-based workflows.

How Clearwater helps finance and accounting teams

Automate client reporting at scale

Generate compliant, client-ready reports, performance insights, and customized communications instantly — reducing manual effort by up to 95%.

How Clearwater helps operations teams

Accelerate risk analysis

Use 30+ pre-built AI risk agents to test complex “what-if” scenarios, build valuation models, and evaluate market impacts across public and private assets in seconds

How Clearwater AI helps risk teams

Build the digital investment team you always wanted.

See how Clearwater AI portfolio management collapses 25-hour reporting workflows into 15 minutes or less during a live demo.

See Clearwater in Action