Capital Markets & Investment › Investment Management › Portfolio Management System (PMS)

Clearwater Analytics

Cloud-based investment portfolio accounting and analytics platform.

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Overview

Clearwater Analytics provides a cloud-based platform for investment portfolio accounting, reporting, and analytics. It automates data aggregation and reconciliation across multiple asset classes and custodians, delivering daily updated investment data.

The platform supports investment managers, insurers, corporations, and public entities by offering comprehensive portfolio management tools, including performance measurement, compliance monitoring, and risk analytics. Clearwater Analytics integrates with various custodians and data providers to streamline investment operations and reporting workflows.

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