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CLEARWATER COMPASS

AI built directly into your investment operations.

Accounting and operations teams share one workspace to manage reconciliations, resolve exceptions, and automate routine work on Clearwater’s trusted investment book of record.

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Intelligence that learns from your unique book.

Your investment operations. Fully visible. Always in control.

Built on your data,
not generic workflows.

Avoid duplicate workflows and manual reconciliation across disconnected tools. Compass learns from your holdings, transactions, reconciliations, and workflows so automation becomes more accurate over time.

One workspace.
Your team and ours.

Your team and Clearwater’s services team work from the same data, see the same breaks, and track resolution in one place.

A growing suite,
designed to evolve.

Compass is the intelligence layer that grows with you and learns from your unique book, starting with Recon Transparency and Smart Suspense tools.

huge

From manual workarounds to one connected workspace.

Before Clearwater Compass

After Clearwater Compass 
  • Reconciliation breaks managed in emails and spreadsheets outside Clearwater
  • Live visibility into every reconciliation break, source file, and resolution status
  • Suspense and unapplied cash tracked manually with no persistent audit history
  • Suspense and unapplied cash resolved faster with AI-assisted categorization
  • No shared view between clients and Clearwater’s services team
  • Clients and Clearwater’s services team working from the same data in the same environment
  • Audit documentation assembled after the fact from static reports
  • Every action logged with user identity, timestamp, and full context — automatically

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A growing suite in collaboration with our clients.

Recon Transparency

 

A real-time view into the reconciliation work managed through Clearwater. Users can see open breaks, source files, resolution status, and supporting details in one place without waiting for email updates or offline reports.

Smart Suspense

 

Resolve unapplied cash by bringing suspense items, suggested matches, comments, corrections, and audit history into one workflow. AI-assisted categorization helps reduce manual review, while built-in collaboration keeps questions and resolution steps connected.

“Smart Suspense solves a real need. Dealing with suspense is the most painful part of our jobs today. Clearwater listened and we are excited to make use of it.”

Investment Accounting Leader, Mid-Sized Insurer, North America

Built with clients. Designed for where operations teams are going next.

See Clearwater Compass live and explore how AI built into your investment operations can help your team move faster with greater control.

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