Founded by David Boren in 2004
Manage institutional investment accounting, portfolio risk, trading, and compliance reporting in real time
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Time to value
Requires Expertise
You can use Clearwater to track institutional investments, automate accounting entries, and monitor portfolio risk across public and private markets. It aggregates transaction data, cash movements, and security holdings into a centralized record for daily reconciliation. The system allows your investment team to model risk scenarios, evaluate market exposures, and manage order execution from trade planning to settlement. It also automates regulatory and client reporting, reducing the time spent compiling financial statements and compliance disclosures across complex multi-asset portfolios.
What Clearwater does
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