Clearwater Analytics Testimonials

Hear What Our Clients Are Saying About Us

"J.P. Morgan Asset Management’s top priorities are to provide clients with investment solutions and excellent service. Clearwater Analytics has been our trusted partner for investment accounting and reporting services since 2007, and together our firms are committed to delivering outstanding outcomes for clients."

–Mike O’Brien, Co-Head, Global Investment Solutions, J.P. Morgan Asset Management

"Our team has partnered with Clearwater Analytics for many years. It has been a pleasure to work with them and see both of our firms grow. The accounting and reporting platform is reliable, accurate, and a powerful tool for our business."

–Jason Williams, President, Moreton Asset Management

"Our ability to manage rapid growth and quickly address changing investment standards has been greatly enhanced by utilizing Clearwater.

–Adam Dean, Senior VP and Managing Director, Square 1 Asset Management

"Given our operational requirements, Clearwater was the only choice that made any sense for us. It’s been integral to our client offering ever since. Clearwater has a solid system. Once they established the necessary data feeds, we were able to focus on more strategic tasks, instead of dedicating the time needed to build reporting and analytics on par with their system. It’s completely automated for us and our clients.”

–Steven Boyd, Principal, Halyard Asset Management