Press Release

Press Release

Over 500 Attend Clearwater Conference to Define Gold Standard for Investment Accounting and Operations

Thursday, September 26, 2019

Clearwater welcomed more than 500 clients, accounting and finance experts, and other industry participants to Boise, Idaho, September 12-14 for the 2019 User Conference.

This year’s conference reached record attendance, represented by nearly 300 insurance industry professionals, more than 100 attendees from asset management firms, and representatives from corporate and public treasuries, universities, and charitable foundations.

Attendees chose from 29 distinct sessions organized into four tracks. This year’s conference featured the new Clearwater In-Session track, focused on user-led discussion of how institutional investors are using the solution. More than 30 external presenters led sessions and participated as panelists, in addition to many of Clearwater’s subject matter experts.

The User Conference provides a unique opportunity for attendees to network with leaders in their industries while keeping up with the latest industry trends, changes in regulatory guidance, and peer perspectives on the global economic climate. That’s in addition to personalized training and tailored sessions to help users expand their knowledge of the Clearwater system and learn best practices from their industry peers and Clearwater experts.  

Speakers from Argo Group, Goldman Sachs Asset Management, London & Capital, the NAIC, and others provided expert insight and analysis on data management, cloud technologies, new accounting guidance, and how they use Clearwater in their daily operations.

The theme of the 2019 conference was “Growing Together.” The past year has been a period of extraordinary growth in financial success and sophistication for so many of Clearwater’s clients that trust the solution for their investment data management, accounting, and reporting. Clearwater continues to grow in lockstep, as the company adds employees, development and operating locations, and continuous product enhancements. 

Clearwater personnel look forward to the opportunities to engage with clients and prospective clients to learn more about how they use Clearwater, understand their challenges, and share new product developments meant to meet those challenges. 

“In this year's keynote, I shared some of our most pressing priorities for our clients: a focused commitment to developing cutting-edge technology, innovating towards hyper-automation, and providing a truly comprehensive solution to the organizations we serve,” said Sandeep Sahai, Chief Executive Officer at Clearwater Analytics. “Our solution enables organizations to run their investment accounting operations at the gold standard. We were happy to host so many of those valued clients in Boise, and to learn more about the challenges we are committed to solving.”

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 $3.5 trillion in assets across thousands of accounts daily.

The 2020 Clearwater User Conference is scheduled for September 17-19 in Boise, Idaho.


About Clearwater Analytics

Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more.

Each day, the Clearwater solution reports on more than $3.5 trillion in assets for clients that include Arch Capital, Cisco, CopperPoint Mutual Company, C.V. Starr & Co., Facebook, J.P. Morgan, Knights of Columbus Insurance, Mutual of Omaha, Oracle, Starbucks, Unum Group, WellCare Health Plans, Wilton Re., and many others.

Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Investment professionals in more than 25 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Additional information about Clearwater can be found at |

LinkedIn: | Twitter: @cwanalytics


Contact: Lauren Brassey | Director of Marketing | +1 208 489 3909 |