Investment Intelligence
by Clearwater Analytics · Wealth and investment platforms · Boise, ID, United States
A unified data foundation combined with embedded AI to turn investment data into action.
Investment Intelligence combines Clearwater's investment data management platform with embedded AI, structuring, reconciling and normalising multi-asset data from thousands of feeds into a single source of truth. It supports total portfolio oversight, client statement generation, dynamic client reporting, and direct data access via Snowflake. It is used by investment, risk and finance teams to manage holdings, exposures, cash, risk and compliance context across public, private and alternative assets.
What Investment Intelligence does
- Multi-asset standardised data model
- 3,000 data feeds from custody and customers
- 12,000 normalisation models
- Total portfolio oversight across asset classes
- Automated client statement generation
- Direct data access via Snowflake
- Auditable data lineage
What Investment Intelligence is used for
- Cross-asset portfolio oversight
- Client statement and report generation
- Direct feeds into BI tools and internal models
- Risk system data feeds
Who Investment Intelligence is for
- Insurers
- 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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