Clearwater AI
by Clearwater Analytics · Data and analytics · Boise, ID, United States
Embedded AI agents that automate investment workflows such as reconciliation, reporting and compliance.
Clearwater AI is an embedded generative AI layer built on Clearwater's data foundation, offering natural-language querying of investment data, purpose-built AI agents, and agentic workflows that automate multi-step processes end to end. It is used by investment, operations, finance and risk teams at asset managers, asset owners and insurers to eliminate manual reconciliations, automate client reporting and accelerate risk analysis, with human-in-the-loop approvals available for oversight.
What Clearwater AI does
- Natural language querying of portfolio data
- Purpose-built, no-code AI agents
- Agentic multi-step workflow automation
- 30+ pre-built AI risk agents
- Automated client reporting
- Human-in-the-loop approval workflows
What Clearwater AI is used for
- Automated reconciliation
- Client reporting at scale
- Risk scenario and valuation modelling
- Portfolio analysis automation
Who Clearwater AI is for
- Insurers
- Wealth and investment managers
- Capital markets firms
- Asset managers
- Asset owners
About Clearwater Analytics
Unified front-to-back investment management platform with AI for asset managers, insurers, and institutional investors.
Clearwater Analytics in the vendor registry: its products, features and similar vendors.
Also by Clearwater Analytics
- Clearwater Platform: A unified front-to-back investment management platform covering the full investment lifecycle.
- Beacon by Clearwater: A Python-native risk and performance management platform for cross-asset, real-time risk analytics.
- Enfusion by Clearwater: A front-to-back environment for portfolio management, trading and execution.
- Clearwater Compass: Investment intelligence platform providing actionable insights from investment data.
- Clearwater Research Desk: Independent market and portfolio analysis powered by Clearwater's proprietary database.
- Investment Intelligence: A unified data foundation combined with embedded AI to turn investment data into action.
More in this category: Data and analytics platforms for financial services.
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Built by Vederca from public sources, last updated 2026-10-18.