The 2018 Clearwater User Conference was held September 17-18 and hosted nearly 500 clients and other industry members at the global headquarters in Boise, Idaho. The conference was the largest to date for the SaaS provider, with two full days of tailored trainings and 29 industry-specific sessions.
Clearwater product owners detailed upcoming roadmap items, including expanded tools for buy-side operations. Other company updates were discussed during the opening keynote, which featured presentations by the executive leadership team and recently appointed CEO, Sandeep Sahai.
Clients, as well as industry representatives from Deloitte & Touche, the NAIC, PricewaterhouseCoopers, and others, joined Clearwater’s system and industry experts to present detailed sessions and facilitate roundtables on relevant topics in investment accounting, portfolio analysis, buy-side operations, and other matters of interest to the global network of users.
Attendees praised the event for its system training, networking opportunities, continued education accreditation, and timely session content.
Clearwater personnel were likewise grateful for the opportunity to connect with clients and collaborate on solutions to their evolving challenges.
“Our top priority is client success, and it was our pleasure to host some of the users we work for every day,” said Sandeep Sahai, Chief Executive Officer and Board Member at Clearwater. “We were happy to share some of our plans for the coming year, and to learn more about how we can better solve our clients’ data-related challenges.”
Clearwater is a leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater’s automated solution aggregates, reconciles, and reports on more than $2.7 trillion in assets across thousands of accounts daily.