Clearwater Analytics

AI-powered investment accounting and portfolio analytics for institutional investors

AI Finance & InvestingPaid

Clearwater Analytics is a SaaS platform providing automated investment accounting, performance reporting, compliance monitoring, and portfolio analytics for insurance companies, asset managers, corporations, and government entities. Its AI capabilities include automated data reconciliation, anomaly detection in portfolio data, and predictive analytics for reporting workflows. Clearwater processes data from thousands of custodians and investment managers through a single platform, eliminating manual reconciliation. Insurance investment teams, corporate treasury departments, and asset managers needing automated investment accounting and regulatory reporting use Clearwater for its comprehensive coverage of complex investment accounting requirements.

Key Features

• ✓Investment accounting
• ✓Performance reporting
• ✓Compliance monitoring
• ✓Auto reconciliation
• ✓Multi-custodian