Clearwater Analytics provides an automated investment lifecycle solution that includes portfolio planning and performance reporting. The platform enhances operational efficiency by streamlining data management and reporting processes for investment professionals.
Funding
Funding not disclosed
Founders
Product
Problem
Investment firms face challenges in aggregating, validating, and reconciling investment data from disparate sources, leading to inefficiencies in accounting, reporting, and risk management. Manual processes are time-consuming, error-prone, and hinder timely access to accurate investment information.
Solution
Clearwater Analytics provides a cloud-based, SaaS solution for investment accounting, reporting, and data management. The platform automates the aggregation, reconciliation, and validation of investment data across various asset classes, currencies, and accounts. By centralizing investment data and streamlining workflows, Clearwater enables investment professionals to improve operational efficiency, reduce manual effort, and gain timely insights into portfolio performance and risk. The platform delivers accurate, comprehensive, and customizable reports, supporting accounting close, risk management, compliance, and tax operations.
Target Audience
Clearwater Analytics serves asset managers, corporations, insurers, public sector entities, and corporate credit unions.
Features
- Automated data aggregation from multiple sources, including custodians, brokers, and market data providers
- Daily reconciliation of investment positions and transactions
- Support for a wide range of asset classes, accounting bases, and currencies
- Customizable reporting capabilities with drag-and-drop functionality
- Pre-built regulatory reports for NAIC, Solvency II, GASB, and other frameworks
- AI-driven analytics for portfolio performance and risk management
- Secure, cloud-based platform with role-based access controls
- API integrations with leading portfolio management and order management systems