Investment Book of Record (IBOR)
by Clearwater Analytics · Wealth and investment platforms · Boise, ID, United States
A real-time investment book of record providing positions, trade-date cash and exposure data.
Clearwater's IBOR provides accurate beginning-of-day positions integrated with orders, trades and anticipated cash flows from investor activity and corporate actions, giving portfolio managers a real-time view of positions, exposures and cash. It is integrated with Enfusion's PMS and OEMS for front-to-back use, and connects to trading, market, risk and accounting data sources. It is used by portfolio managers and traders at asset managers and institutional investors to manage cash, limits and exposures with embedded trade controls.
What Investment Book of Record (IBOR) does
- Real-time position and cash views
- Trade-date cash ladders
- Integrated PMS and OEMS
- Embedded trade controls
- Scalable valuation and risk from position-level data
- Pre-built data integration adapters
What Investment Book of Record (IBOR) is used for
- Real-time portfolio management
- Liquidity and cash management
- Scaling across new strategies and asset classes
- Front-to-back trade lifecycle management
Who Investment Book of Record (IBOR) is for
- Wealth and investment managers
- Capital markets firms
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 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.
More in this category: Wealth management and investment platforms.
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