Offering the first and only SaaS-based investment accounting and analytics solution equips front- and back-office teams with an AI-enabled end-to-end investment solution. The result: radically simplified reporting and fast, confident action that drives higher returns.
Flexible interface for faster analysis across portfolios, attributes, and asset classes. Complete transparency into calculations, with robust audit trail. including advanced metrics and ESG. See how Performance Plus can help your organization.
Clients access Clearwater’s accounting, reporting, and analytics solution through any modern internet-connected web browser. With Clearwater, your company gains automated accounting and reporting, and insight into your most current investment data.
Clearwater provides insightful exposure analytics on-demand to ensure investment teams have access to their clients’ portfolio exposures. Utilize timely and actionable data to analyze by issuer, currency, country, duration, credit rating, and more.
Dec 13, 2024 · Clearwater Analytics’ generative AI architecture supports a wide array of vertical solutions by merging extensive functional capabilities through the LangChain framework, domain knowledge through RAG, and customized LLMs hosted on Amazon SageMaker.
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Clearwater Analytics is a software-as-a-service (SaaS) fintech company that provides automated investment accounting, performance, compliance, and risk reporting for insurance companies, asset managers, corporations, banks, governments, and other institutions. [1]
Insurer’s multi-manager investment strategy relies on a leading OMS and risk provider, Clearwater Analytics, and Rivvit Enterprise governance drives consistent data and consolidated reporting