An Automated, Scalable,
and Easy-to-Use Solution

No one wants more software to install and maintain, or more complex processes to manage. When it comes to investment accounting and reporting, what you need is an easy-to-use, integrated investment solution for your entire portfolio that scales as your organization grows and as the investment environment changes. With Clearwater’s insurance investment accounting and investment reporting software solution, we make insurance accounting and regulatory reporting easy for you.

An Automated, Scalable, and Easy-to-Use Solution

Ease of Implementation

Clearwater has redefined the word implementation, replacing a process that is traditionally long, costly, and painful with one that is simply better. Using the power of automation, a world-class software solution, and dedicated implementation resources, we ensure you are successfully up and running accurately, quickly, and with minimal effort on your part.

No Software Installation or Maintenance

With Clearwater, there’s no software to install or upgrades to worry about. Clearwater combines the best of web-based computing with powerful insurance accounting and regulatory reporting to create the ideal, headache-free, software-as-a-service solution.

“We selected Clearwater based on their ability to help us improve our operational efficiency around filing quarterly and annual Schedule Ds, their independent performance reports, access to daily risk analytics, the ability to monitor compliance with our investment policy, and ultimately to have the freedom and flexibility to make the best investment decisions possible.”

–Stephen Westfield, Chief Financial Officer, The Strickland Financial Group

Flexible Reporting

You deserve to see your investments your way. Clearwater makes that possible. Not only can you customize any existing report or dashboard with a simple mouse click, you can create, save, and share dashboards and statement packages to make it easy to see the exact information you want in the format you want.

Continuous Product Enhancement

Processes, best practices, and regulatory and accounting guidelines change. Your investment accounting and reporting software should stay ahead of the curve to reflect these changes and scale to your business needs. Using Clearwater, you never have to worry about how to handle new rules. We continually incorporate new functionality to provide you with an insurance accounting solution that is constantly evolving and improving.