Outstanding Customer Service
and Industry Expertise
Everybody’s got questions. With Clearwater, you get answers. Our dedicated customer service personnel operate as an extension of your team, provide proactive education on the latest investment trends, and are more than happy to help when you need support or training. You’re never alone when you’re closing your books, preparing filings, or completing that next packet for the board.
Dedicated Customer Service
You deserve customer service that you can trust. Whether it’s every day or once a month, we’re there when you need us. Our customer service team is knowledgeable and responsive; we work to understand your deadlines and adapt to your processes. Clearwater provides support tailored to your exact investment accounting and reporting needs.
Proactive Regulatory and Accounting Guidance
We know that keeping up with regulatory changes, new investment accounting guidance, and investment trends can be time consuming, complicated, and demanding. Clearwater’s experts proactively monitor the investment accounting and regulatory landscape and deliver timely information to you. With Clearwater, you’re always up to speed and in the know. Learn how Clearwater can help you stay up to date on the latest accounting standards and regulations.
“Clearwater brought to us not just a solution for our data, but expertise in all aspects of investment accounting and reporting for direct securities.”
–Andy Noll, Senior Financial Professional, 3M Company
Unlimited Training and Education
We believe that every customer is entitled to world-class training, and that accessible customer support should be a core component for any software or service offering. At Clearwater we embody this belief. Our dedicated and experienced customer service team is with you every step of the way.
Going Above and Beyond
We provide holistic, responsive customer support, giving you a powerful resource to make Clearwater’s investment accounting solution work for you.
You Can Trust
A dedicated, single point of contact that knows you and your portfolio
Big and Small
We will research any investment-related questions for you
Service specifically tailored to your needs
Out For You
Proactive notification, education, and training on regulatory changes, tracked by a team of experts, that affect your investment portfolio
of the Way
Support every day and at every period end
Clearwater’s Educational Toolbox
- Topical industry webinars
- Insight papers
- Training videos and webinars
- Product demos