Clearwater Analytics

Clearwater Analytics is a leading provider of investment accounting software, renowned for its robust solutions in reporting and reconciliation services tailored for institutional investors. The platform is recognized for aggregating, reconciling, and reporting on substantial asset volumes, currently managing $8.8 trillion across diverse accounts, asset classes, currencies, and regulatory frameworks on a daily basis. Clearwater’s technology empowers investment operations teams by offering a seamless Software-as-a-Service (SaaS) solution that enhances both front-office and back-office operations with AI-enabled analytics, streamlining processes for heightened returns.

Clearwater's platform ensures comprehensive investment accounting and reporting by automating data aggregation, validation, reconciliation, and reporting. This approach reduces manual workloads, accelerates the accounting close process, and allows clients to reallocate resources towards more insightful analysis and decision-making. The SaaS-based architecture facilitates ease of access and operational efficiency, delivering accurate, comprehensive, and customizable reports daily. By supporting functions like accounting close, risk management, compliance, and tax operations, Clearwater’s solutions are designed to cover a broad spectrum of investment data management needs.

The platform boasts key features such as alternative asset solutions, full lifecycle investment management, and portfolio performance tracking. It serves a wide client base including asset managers, corporations, insurers, and public sector entities, among others. Notable clients include J.P. Morgan, Snowflake, Asset Preservation Advisors, Inc., Transamerica, and Venerable, all of whom have praised Clearwater's technology for its ability to drive exponential growth and enhance operational focus on investment results.

Clearwater Analytics leverages its technical capabilities to deliver an AI-driven approach for investment onboarding, streamlined tax and regulatory reporting, and simplified global accounting practices. Its cutting-edge technology is designed to minimize operational complexities and enhance data-driven decision-making. Integration options are robust, with an API-first strategy that ensures seamless connectivity with existing systems. The platform supports integration with various financial and data systems to ensure data consistency and accuracy across all operations.