Clearwater is a web-based investment portfolio accounting solution for institutional investors. The solution boasts 1,000 organizations as users of Clearwater Analytics to deliver investment accounting and reporting on over $5.6T in assets daily.
Investment data aggregation, validation, and reconciliation
Scale the investment strategy, diversify asset classes, and improve data management processes. Integrated with downstream systems to provide clean data to all investment accounting processes. Fully validated and reconciled data each day means users can make confident decisions.
Daily audit-quality data enables users to close the books faster.
Configurable reporting
Toggle between high-level and in-depth portfolio views for portfolio book-of-record accounting, compliance monitoring, performance metrics, and risk analytics. Monitor trends, measure performance, and track critical investment information. Customize reports by adding, removing, sorting, grouping, and filtering over 4,500 columns. Create and share custom reports and dashboards with team members.
Decision-making with accurate data that is reconciled daily.
View outstanding data issues in real-time, monitor compliance, and track portfolio exposure at the click of a button. Fully repeatable and traceable data set to drive confidence in data. Investment accounting reporting at the security or lot level in any basis, provides transparency. Book-of-record accounting and efficient month-end close process.