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 * Platform
   * Platform Overview
   * Clearwater Prism
   * Client Servicing
   * Technology
   * Talk to an Expert
 * Markets
   * Asset Managers
   * Corporations
   * Insurers
   * Public Sector
 * Resources
   * Knowledge Center
   * Clear Insights Blog
   * Engineering Blog
 * Company
   * Overview
   * Press Releases
   * Media Coverage
   * Careers
   * Investors
 * International
   * Clearwater Analytics US
   * Clearwater Analytics UK
   * Clearwater Analytics APAC
   * Clearwater Analytics DE
   * Clearwater Analytics FR

 * Login
 * Talk to an Expert


 * Platform
   * Platform Overview
   * Clearwater Prism
   * Client Servicing
   * Technology
   * Talk to an Expert
 * Markets
   * Asset Managers
   * Corporations
   * Insurers
   * Public Sector
 * Resources
   * Knowledge Center
   * Clear Insights Blog
   * Engineering Blog
 * Company
   * Overview
   * Press Releases
   * Media Coverage
   * Careers
   * Investors
 * International
   * Clearwater Analytics US
   * Clearwater Analytics UK
   * Clearwater Analytics APAC
   * Clearwater Analytics DE
   * Clearwater Analytics FR

 * Login
 * Talk to an Expert


THE WORLD’S MOST TRUSTED AND ACCURATE INVESTMENT ACCOUNTING AND REPORTING
SOFTWARE

More than 1,000 organizations trust Clearwater Analytics to deliver timely,
accurate, and comprehensive investment accounting and reporting on over $5.9T in
assets daily.

Talk to an Expert

Automated


SEAMLESS INVESTMENT DATA AGGREGATION, VALIDATION, AND RECONCILIATION.

Efficiently scale your investment strategy, diversify asset classes, and improve
your data management processes.

 * Integrated with downstream systems to provide clean data to all your
   investment accounting processes
 * Fully validated and reconciled data each day means you can make confident
   decisions
 * Daily audit-quality data enables you to close the books faster

×


Comprehensive


CONFIGURABLE REPORTING FOR YOUR NEEDS.

Toggle between high-level and in-depth portfolio views for your portfolio
book-of-record accounting, compliance monitoring, performance metrics, and risk
analytics.

 * Monitor trends, measure performance, and track critical investment
   information
 * Quickly customize your reports by adding, removing, sorting, grouping, and
   filtering over 4,500 columns
 * Create and share custom reports and dashboards with team members easily



Accurate


CONFIDENT DECISION-MAKING WITH ACCURATE DATA THAT IS RECONCILED DAILY.

View outstanding data issues in real-time, monitor compliance, and track your
portfolio exposure at the click of a button.

 * Fully repeatable and traceable data set brings confidence in your data
 * Investment accounting reporting at the security or lot level in any basis,
   provides you with the transparency you need
 * Timely book-of-record accounting and efficient month-end close process



Discover the difference transparency in data can make for your business.

Talk to an Expert
 * Corporations
 * Public Sector
 * Asset
   Managers
 * Insurers

 * We’ve worked with thousands of corporate treasury teams to reduce their
   month-end close processes, improve insights into manager performance, and
   invest in new securities and strategies by providing transparency in
   portfolio analytics. See what we can do for you.
   
   How We Help Corporations
   
   
   “We love Clearwater for the simplification it provides. We have the ability
   to know in real-time what our holdings and their market values are.”
   
   Tim Johnson, Director of Finance, Garmin

 * Your peers are using Clearwater Analytics to automate tasks associated with
   reconciliation and reporting — allowing them to work more efficiently and
   spend more time managing their investments.
   
   How we Help the Public Sector
   
   
   "Clearwater is a great solution for government entities. The system has so
   many resources for us to put together custom reports for anyone who needs
   them so we can maintain complete transparency. Compliance and performance are
   easy to monitor, which our stakeholders absolutely love."
   
   Mark Lovato, Investment Manager, New Mexico Finance Authority

 * We provide on-demand access to comprehensive portfolio analytics to help
   asset management firms grow revenue at an accelerated rate and tell their
   story effectively with tailored reporting that wows clients.
   
   How We Help Asset Managers
   
   
   "With Clearwater, we can focus on strategy, and not on reconciling numbers.
   Clearwater lets us focus on making sure the client is in the driver’s seat
   and making sure that we give the client what the client needs."
   
   William Dalziel, Partner, London & Capital

 * We’ve helped insurers reduce the time they spend compiling and reconciling
   data and preparing reports by over 50%. Insurers love Clearwater for the
   automated and scalable global regulatory reporting we provide.
   
   How we Help Insurers
   
   
   "We made the decision to use Clearwater because their highly automated
   platform and process provides daily reconciled data, resulting in improved
   reporting and analysis capabilities for accounting, performance, and other
   metrics."
   
   Debbie O'Connor, CFO, Arch Capital Group


CORPORATIONS

We’ve worked with thousands of corporate treasury teams to reduce their
month-end close processes, improve insights into manager performance, and invest
in new securities and strategies by providing transparency in portfolio
analytics. See what we can do for you.

How We Help Corporations



PUBLIC SECTOR

Your peers are using Clearwater Analytics to automate tasks associated with
reconciliation and reporting — allowing them to work more efficiently and spend
more time managing their investments.

How we Help the Public Sector



ASSET
MANAGERS

We provide on-demand access to comprehensive portfolio analytics to help asset
management firms grow revenue at an accelerated rate and tell their story
effectively with tailored reporting that wows clients.

How We Help Asset Managers



INSURERS

We’ve helped insurers reduce the time they spend compiling and reconciling data
and preparing reports by over 50%. Insurers love Clearwater for the automated
and scalable global regulatory reporting we provide.

How we Help Insurers

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“We love Clearwater for the simplification it provides. We have the ability to
know in real-time what our holdings and their market values are.”

Tim Johnson, Director of Finance, Garmin

"Clearwater is a great solution for government entities. The system has so many
resources for us to put together custom reports for anyone who needs them so we
can maintain complete transparency. Compliance and performance are easy to
monitor, which our stakeholders absolutely love."

Mark Lovato, Investment Manager, New Mexico Finance Authority

"With Clearwater, we can focus on strategy, and not on reconciling numbers.
Clearwater lets us focus on making sure the client is in the driver’s seat and
making sure that we give the client what the client needs."

William Dalziel, Partner, London & Capital

"We made the decision to use Clearwater because their highly automated platform
and process provides daily reconciled data, resulting in improved reporting and
analysis capabilities for accounting, performance, and other metrics."

Debbie O'Connor, CFO, Arch Capital Group

"

The Clearwater Analytics Advantage


REVOLUTIONIZE THE WORLD OF INVESTING.

Clearwater provides accurate, timely, and comprehensive investment data.


GLOBAL DATA AGGREGATION

With thousands of data connections to custodian banks, investment managers,
brokers, order management systems, and third-party security master data vendors
that automatically pull in data every morning, we've made aggregating your data
a breeze.


AUTOMATED DATA VALIDATION & RECONCILIATION

Each day, our clients' investment data is reconciled and validated against
security master and other internally generated system data. This constant data
upkeep gives clients the confidence that they are basing strategic investment
decisions on accurate and up-to-date data.


COMPREHENSIVE INVESTMENT ACCOUNTING

Clearwater’s investment accounting tools were built with the flexibility to
handle multiple currencies, accounting bases, and asset classes (from simple to
complex). The system provides customized general ledger entries and a suite of
standardized reports to automate regulatory reporting.


A USER-FRIENDLY SOLUTION

The Clearwater system is accessible anytime, from anywhere. Easy-to-read reports
and dashboards are quickly created, saved, customized, and shared so teams can
collaborate, and users can quickly provide stakeholders with the exact data they
need.


INTEGRATED INVESTMENT ANALYTICS AND REPORTING

Our fully reconciled data set feeds our reporting and analytics engine, meaning
your reporting is always up to date and you have the power to manage your
investments more efficiently.


UNPARALLELED CUSTOMER SUPPORT AND TRAINING

We strive to provide responsive, consistent, and effective support so you can
focus on what you do best: managing your investments. It’s our responsibility to
earn your business every day by providing the highest-quality support and
training.




DISCOVER HOW TRANSPARENCY IN ACCOUNTING ANALYTICS CAN MAKE A DIFFERENCE IN YOUR
BUSINESS TODAY.

Talk to an Expert


MARKETS

 * Asset Managers
 * Corporations
 * Insurers
 * Public Sector

PLATFORM

 * Platform Overview
 * Clearwater Prism
 * Client Servicing
 * Technology

RESOURCES

 * Knowledge Center
 * Clear Insights Blog
 * Engineering Blog

COMPANY

 * Overview
 * Press Releases
 * Media Coverage
 * Careers
 * Investors

QUICK LINKS

 * Login
 * Contact Us
 * Privacy Policy
 * Email Preference Center

POPULAR USE CASES

 * Investment Accounting for Institutional Investors
 * Investment Compliance Monitoring
 * Portfolio Accounting Systems
 * Investment Accounting-as-a-Service
 * Accounting for Investments
 * International Financial Reporting Standards (IFRS)
 * National Association of Insurance Commissioners (NAIC)
 * Solvency II Regulatory Guidance
 * Financial Accounting Standards Board (FASB)
 * Governmental Accounting Standards Board (GASB)
 * Current Expected Credit Losses (CECL)
 * ESG and Responsible Investing

GLOBAL HEADQUARTERS

777 W. Main Street
Suite 900
Boise, ID 83702
1-208-433-1200

EMAIL US

info@clearwateranalytics.com
salesinquiry@clearwateranalytics.com

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© 2022 Clearwater Analytics. All rights reserved.

This material is for information purposes only. Clearwater makes no warranties,
express or implied, in this summary. All technologies described herein are
registered trademarks of their respective owners in the United States and/or
other countries.

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