Clearwater Analytics for Public Sector
Clearwater Analytics for Public Sector Investment Accounting
Improve the accuracy and consistency of your investment data across all systems and participants in your investment process.
Platform Features
Investment analytics for government entities, pensions & foundations
Public pensions, state and local governments, as well as endowments and foundations choose Clearwater for their investment accounting and reporting. Clearwater reduces your risk and improves processes through our automated data process.
Automated Data Reconciliation
Smart investment teams diversify across asset types, bases, and global markets. Clearwater is uniquely positioned to capture your data daily while providing highly accurate data validation.
Bring Transparency to your Investments
Daily reconciled portfolio data enables your team to have the information you need to make complex decisions for budget meetings, public hearings, or sudden market events.
Customizable Reporting and Dashboards
View any report or dashboard in just 2 clicks. Provide out of the box reports that are easy to customize for your team's needs or drill down into in-depth portfolio analysis.
Auto-Generated GASB Disclosures
One of the most challenging year-end reports for the Comprehensive Annual Financial Report, GASB 72, is monitored and compiled within Clearwater. Downloading customized GASB 31, 40, and 72 disclosures takes a matter of minutes to complete.
World-Class Customer Support and Training
We strive to be an extension of your team by providing timely, responsive, and dedicated support to ensure your success with our software and your investments.
A Public Sector Friendly Solution
We know that you need a budget-friendly solution that allows your employees to efficiently do their jobs. Clearwater offers seamless upgrades, no long-term contract, and unlimited seats to our software.
New Partners
Partnering for Success
We have a growing set of partners that we work with to ensure our clients access accurate, timely, and comprehensive investment data from the world’s most trusted investment management platform.
Want to see more? Explore the platform.
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Partnering with Clearwater Analytics has allowed the Treasurer’s Office to automate data aggregation, reconciliation, validation, and reporting. Clearwater enables investment teams to have transparency, accuracy, and the confidence to easily conduct trades and manage portfolios.
“The government sector is not seen as a huge innovator. But with Clearwater, the Arlington County Treasurer’s Office is at the forefront. After six months of using Clearwater, I don’t know what we would do without this system.”
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With Clearwater, Greater Houston Community Foundation has found significant time savings throughout their investment accounting processes, time which they now spend better serving their constituents.
“As soon as we made the decision to go all in on the Clearwater system, month one was an enormous pay back. It was a significant time savings right off the bat. Clearwater helped take a 16-day process down to one day. It changes the way your whole department can operate.”
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Midwestern University’s CFO made the decision to partner with Clearwater Analytics as the university’s investment team was eagerly expanding their number of limited partnerships (LPs) from 20 to over 70 and their lean accounting team was being inundated in repetitive tasks. With this growth and more to come, spreadsheets proved to be too cumbersome and time consuming, especially for year-end audits.
“My reporting time has been cut down from 3 hours to 30 minutes thanks to Clearwater. I used to have to do a lot of work with auditing, but now I can just download all the activity in more detail than ever before.”
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The Treasurer’s office needed to cut down the time spent closing their books, drastically reduce the number of manual activities their team conducted and find a solution that would facilitate audit compliance while increasing revenue. Clearwater’s automated data aggregation and reconciliation process made it possible for the Treasurer’s office to add alternative assets to their portfolio and helped the office increase their revenue by $30 million.
“Clearwater’s platform is a no-brainer. The platform facilitated the addition of $30 million in revenue in one year.”
Partnering with Clearwater Analytics has allowed the Treasurer’s Office to automate data aggregation, reconciliation, validation, and reporting. Clearwater enables investment teams to have transparency, accuracy, and the confidence to easily conduct trades and manage portfolios.
With Clearwater, Greater Houston Community Foundation has found significant time savings throughout their investment accounting processes, time which they now spend better serving their constituents.
Midwestern University’s CFO made the decision to partner with Clearwater Analytics as the university’s investment team was eagerly expanding their number of limited partnerships (LPs) from 20 to over 70 and their lean accounting team was being inundated in repetitive tasks. With this growth and more to come, spreadsheets proved to be too cumbersome and time consuming, especially for year-end audits.
The Treasurer’s office needed to cut down the time spent closing their books, drastically reduce the number of manual activities their team conducted and find a solution that would facilitate audit compliance while increasing revenue. Clearwater’s automated data aggregation and reconciliation process made it possible for the Treasurer’s office to add alternative assets to their portfolio and helped the office increase their revenue by $30 million.
