Where data becomes investment intelligence
Investment data management transformed.
Move from managing data to acting on it instantly.
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Unmatched reliability at scale.
Clearwater structures, reconciles, and normalizes complex multi-asset data to make it useable across every workflow. It’s your single source of truth for everything from portfolio holdings (IBOR) to accounting data (ABOR).
3,000
data feeds from custody and customers
50+
security data files from 26 vendors
12,000
normalization models
1,000
automatically applied data integrity & automation rules
20
pricing sources
99.99%
system uptime
CLEARWATER DATA PLANE
A foundation built to be trusted
Multi-asset data model
One standardized model across public, private, and alternatives, so you manage every asset class in one place.
Interoperability
Pre-built connectors to custodians, vendors, and platforms, so you plug in and go live faster.
Native AI
Data is structured and contextualized for AI, so insights and automation are grounded in trusted portfolio information.
Auditable workflows
Full lineage and audit trail, so you always know where your data came from.
Data ops & governance
Quality checks, monitoring, and vendor permissions built in, so your data stays consistent, secure, and reliable at scale.
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Manage your whole portfolio in one place.
- Holdings and exposures
- Current and historical market values
- Cash and liquidity
- Risk and compliance context
- Transactions and activity
- Accounting and reconciliation status
Where Investment Data Management Meets Actionable AI.
- Ask questions about your data plus get instant insights
- Trigger multi-step workflows based on insights
- Generate client statements and reports automatically
- Update reports dynamically as new data flows in
- Feed data directly into risk systems, BI tools, and internal models
Centralized data for clearer perspective
Client Statements
Generate pixel-perfect, personalized client statements with white-label branding at scale. Never worry about data accuracy or reporting delays, with statements ready on demand.
Statement types included out of the box:
- Performance statements
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Client Reporting & Delivery
Deliver dynamic, on-demand reporting that updates in real time, enabling teams to respond instantly to client questions and provide tailored insights in seconds.
- Interactive dashboards
- Configurable views
- Alerts and notifications
- Self-service access
- One trusted view
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Direct Data Access
Provide immediate access to normalized, governed data for use in internal models, BI tools, and analytics — without requiring manual extraction, transformation, or engineering support.
- Data is normalized and ready for your models, calculations, and workflows
- Delivered natively through Snowflake for secure, direct access
- Clearwater handles loading, structure, and schema — so you can focus on insight
- No ETL pipelines to build, maintain, or troubleshoot
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From data management to investment intelligence — the shift starts here.
Clearwater Investment Intelligence combines a unified data foundation with embedded intelligence to power everything you do.