Discover the Power of a SaaS-based Order and Portfolio Management System

Clearwater offers everything you need for your order and portfolio management solution. Gain the ability to quickly adapt to new strategies, meet compliance and regulatory requirements, reduce manual work, and optimize your reporting.

Simplify the Entire Investment Lifecycle

Access the entire lifecycle of your portfolio management chain with a single click. Stage, model, and execute orders all via proven cloud technology that integrates seamlessly with the rest of the Clearwater asset management solution.

• Multi-Asset Trading
• Order Workflow & Management
• Flexibility to manage large and small accounts
• Empower your team with end-to-end automation

Portfolio Modeling and Simulation

Take advantage of daily portfolio analysis and rebalancing, complemented by pre-trade compliance checks, that can then be modeled and sent upstream for execution to bring the portfolio back in line.

• Set parameters for portfolios, benchmarks, and reallocations
• Quickly track targets with ease
• Drive portfolio allocations and activity to a model portfolio

Manage the Entire Order Processing Chain

Manage the process from thought to modeling, action, and execution across a network of brokers via FIX, and finally to reconciliation.

• Ability to quickly adapt to order transmission methods
• Management of several types of order placement

Comprehensive Compliance Libraries

Pre-trade compliance is integrated directly into the order placement workflow, with more than 100 pre-configured compliance rules and custom rules to help reduce errors and increase peace of mind.

• Integrate compliance directly into your order placement workflow
• Easily customize compliance rules
• Set compliance rules to portfolios, client sets, and more