Government entities, pensions, endowments, foundations, educational institutions, health systems, nonprofits, and other institutional investors all face similar challenges for managing investment data. Clearwater can help.
As the portfolio grows, data reconciliation and validation requirements become more complex and difficult to scale. As a result, reconciliation becomes slower, more expensive, and less accurate.
Clearwater's automated reconciliation has made our period-end reporting much more efficient and streamlined, and we're always confident in the accuracy of our data. The accuracy and ability to have almost unlimited information regarding our investment portfolio helps tremendously with our annual audit as well.
Accessible and easy-to-read reports are crucial to evaluating investment strategies and meeting regulatory demands, but legacy reporting is often inflexible, difficult to integrate, and limited in format.
Clearwater has given us unprecedented portfolio transparency and control over our investments. Access to this important data contributes to our success in protecting public funds and maintaining liquidity, while also allowing us to provide one of the highest-yields of county portfolios in the US.
In a complex and ever-evolving regulatory environment, legacy investment accounting and reporting systems are slow to adapt and don’t provide needed insights into regulatory changes.
Clearwater is an outstanding product that I emphatically endorse, and I highly recommend it to anyone considering a switch. Many software companies promise they’re going to bring efficiencies to your organization. Clearwater actually delivers on that promise. Clearwater greatly enhances our ability to take care of our fiduciary responsibilities.
Accessing custodian and asset manager data and integrating it into a consistent format can be inefficient, and often leads to inaccuracies. The process becomes more complex as investments grow and bank or manager relationships change.
If you have multiple investment managers and multiple banking relationships, Clearwater is a must. It has the ability to consolidate or separate multiple accounts and portfolios when analyzing risk and creating reports.
As institutional challenges evolve, outdated software solutions have not kept pace with increasingly complex needs.
We have confidence that our numbers are correct with Clearwater. With the push of a button, I have all the data I need for board reporting without any manual processes. It's incredible, and I would recommend it to anyone.