We believe technology can transform your investment operations.

Discover why thousands of organizations worldwide trust our cloud service solution for investment data aggregation, reconciliation, accounting, and reporting.

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2021 Report

Insurance Investment Outsourcing Report

Clearwater partnered with the Insurance Asset Outsourcing Exchange to produce the eighth annual Insurance Investment Outsourcing Report.

White Paper

ESG Reporting - Are You Ready for the Revolution?

Explore the results of our ESG survey and read insights on the rise of interest in ESG investing and the challenges it presents to asset managers and owners.

The investment data you need at your fingertips.

A unified platform for investment accounting, compliance policy monitoring, risk analytics, portfolio reporting, and investment manager tools.

All fueled by daily, automated data aggregation and reconciliation.

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Trusted by Industry Leaders Worldwide

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Our Client Partnerships

We work every day to help make our clients successful. We don't work on accounts, we work with people. We are not your vendor, we are an extension of your team.

Learn more about our client servicing model