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Streamlining Investment Accounting with Clearwater: Solutions for Efficient Data Management

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Clearwater, a leading web-based investment accounting and analytics company, offers a robust solution designed for the fixed-income institutional market, managing over $800B in assets. Our advanced tools automate reconciliation and eliminate manual processes, addressing the frustrations of lagging data integration and limited customer service. Clients can achieve full operational efficiency within three weeks, allowing them to concentrate on core competencies rather than data consolidation. Join over 4,000 institutions that have adopted Clearwater and revolutionize your investment management.

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Streamlining Investment Accounting with Clearwater: Solutions for Efficient Data Management

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Presentation Transcript

  1. Introduction to Clearwater Tyler Haws, CPA

  2. Everyone needs investment…

  3. Significant, manual reconciliation Automated, detailed reconciliation Current State Clearwater Solution Daily Lagging data 100% Integration Limited customer service Software maintenance No installed software Limited integration Dedicated account management !?? Frustrations & Solutions Lengthy set up process Deploy < 3 weeks

  4. Company Information Web-based investment accounting and analytics company; more than $800B Primary focus is the fixed-income, institutional market Over 4,000 institutions have adopted Clearwater “We needed a system that allowed us to focus on our core competencies, not spending hours cobbling data into reports & trying to get the numbers to tie out.” Bret Myers Head of Investments, Group Health Cooperative

  5. Clients and Partners Partners Technology & Consumer

  6. Data Flows • Treasury • Accounting • Management • Tax • Auditors

  7. Clearwater Integrated Modules

  8. You on July 1stat 3:37pm

  9. Demo

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