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Clearwater Analytics Platform
from Clearwater Analytics
Cloud-based investment accounting, performance reporting, and analytics platform serving asset managers, wealth managers, pension funds, insurers, and public entities. Provides portfolio accounting, data aggregation, reconciliation, compliance monitoring, and risk analytics across asset classes. Recent AI-enabled enhancements include Clearwater Compass for automated exception management and reconciliation, Total Portfolio Oversight for unified public/private asset risk views, and Fund Analytics for private markets data structuring.
Category:
Portfolio Management Systems
Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
Clearwater Analytics Platform
Category:
Fund Accounting Systems
in:
Fund Operations
Software for calculating net asset values (NAVs), processing corporate actions, managing income distributions, and maintaining financial records for investment funds. These systems ensure accurate valuation of fund assets and liabilities.
Clearwater Analytics Platform
Category:
Performance Attribution Systems
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
Clearwater Analytics Platform
Category:
Regulatory Compliance Systems
Platforms that track regulatory requirements, manage compliance workflows, and document adherence to various financial regulations such as UCITS, AIFMD, MiFID II, SEC rules, and other jurisdictional requirements.
Clearwater Analytics Platform
Publicly available data, summarised using AI.
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