Clearwater’s Income Analytics Package

Unlock your investment potential with our Income Analytics Package! Tailored for Clearwater clients, this suite of innovative tools is essential for navigating today’s dynamic financial landscape.

To opt-in, simply fill out the form on the right. Opting in allows our team to prepare an order form and get you started with these ready-to-use solutions — no implementation needed! For questions or a demonstration, contact David Zesati at davidzesati@clearwateranalytics.com.

Income Analytics Package:

1. Book Yield Impact Reporting: Understand what variables are driving a change in book yield or annualized income over a given time period. The solution provides both summary level and lot level details. The income reasonableness test provides lot level reporting for expected income vs actual income.
2. Shock Analysis: Stress-test your portfolio against various scenarios, enabling you to identify vulnerabilities and craft resilient strategies. The solution offers fully integrated support for Interest Rate Sensitivity reports within the standard AM Best reporting package.
3. Income Forecast: An automated, post-trade tool that provides insights into variables affecting your income streams and allows you to produce detailed investment income forecasts and analysis that can guide your investment strategies.
4. Advanced Income Checks: Configure and automatically monitor period over period swings in income.
5. Historical Cash Flow Forecast: Analyzes past cash flow performance to project future cash flows.

Why Choose the Income Analytics Package?

By leveraging these turnkey solutions, you can understand income variability, stress-test your portfolio, and improve income monitoring to enhance your financial decision-making. Don’t miss out on the opportunity to strengthen your investment approach!

Ready to take the next step? Opt-in today to gain access to these turnkey solutions. If you’d like to see the tools in action before you dive in, reach out to David Zesati for a demo.