Clearwater Platform
by Clearwater Analytics · Wealth and investment platforms · Boise, ID, United States
A unified front-to-back investment management platform covering the full investment lifecycle.
Clearwater Platform is a unified investment management system covering data management, accounting, reporting, risk, compliance and workflow automation across public and private markets. It processes daily investment activity behind more than $10 trillion in assets and embeds AI throughout the platform to automate reconciliation, reporting and compliance workflows. It is used by asset managers, asset owners, insurers and hedge funds to manage the entire investment lifecycle from a single data source, replacing disparate systems with one operational backbone.
What Clearwater Platform does
- Unified front-to-back investment workflows
- AI-driven automation of reconciliation and reporting
- Multi-asset, public and private market support
- Single data foundation across front, middle and back office
- Compliance and workflow automation
What Clearwater Platform is used for
- Reconciliation
- Reporting
- Accounting
- Workflow automation
- Compliance
Who Clearwater Platform is for
- Insurers
- Wealth and investment managers
- Capital markets firms
- Asset managers
- Hedge funds
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
- 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 AI: Embedded AI agents that automate investment workflows such as reconciliation, reporting and compliance.
- 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: Wealth management and investment platforms.
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