An end-to-end asset management platform to simplify the entire investment lifecycle for large, mid-size, and small firms.

From portfolio and order management to performance, risk, and accounting, Clearwater JUMP is a seamless, full investment lifecycle platform that simplifies your processes with AI-enabled technology.

A full-featured, comprehensive solution, suited to your needs.

Refine your investment management processes with a single, scalable solution for OMS, PMS, reporting, performance, reconciliation, and data aggregation tools with IBOR functionality.

• Drive strategic decision-making with a system that gives you a real-time view whenever you need it
• Turn insights into action and place orders at the click of a button
• Create portals custom-fit for your clients and share portfolio details

Small and Mid-Sized Asset Managers

This front-to-back-office solution is designed from the ground-up to be flexible and customizable to meet the demands of fast-moving, growing asset managers and help you easily adapt to changing strategies.

• Scale reporting across portfolios, models, and asset classes
• Flexibility to manage large and small accounts
• A full-featured, comprehensive solution trusted by asset managers around the globe

Optimized Client Portals

Clearwater’s client portal solutions allow you to create customized views that exceed client expectations and help differentiate your firm’s offerings.

• Quickly customize the appearance of your portals with logos and branding.
• Use a report designer to easily generate charts and figures.
• Set the parameters of what each client can see in their portal.