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

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

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

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.