Transform Your Investment Data with Clearwater Prism

Clearwater Prism is the ultimate solution for asset managers looking to capture, organize, and utilize investment data efficiently across platforms. Make data-driven decisions with real-time data accuracy, streamline client reporting, and gain the ability to tailor insights to your business needs and empower your team.

Capture, Organize, and Clean Data

Clearwater Prism delivers a comprehensive solution for firms managing diverse assets across multiple platforms. It connects and integrates data from front-, middle-, and back-office systems such as accounting systems, analytics tools, OMS/PMS, and other data sources – ensuring a clear, accurate view of your investments. 

• Flexible Data Integration: Connect to any data source with a comprehensive set of adapters.
• Accurate Aggregation: Automatically ingest and aggregate data for a complete view.
• Data Accuracy and Consistency: Apply advanced logic to cleanse and validate data.

Data Collaboration with Snowflake: Real-Time Insights and AI

Leverage Snowflake’s robust data warehousing capabilities alongside Clearwater Prism’s expertise in investment data management to translate complex questions into precise, data-driven insights. This integration allows real-time analysis and harnesses the power of Clearwater’s and Snowflake’s AI to support decision-making. Collaboration across teams ensures everyone has the latest, most accurate data in real time. 

• Centralized Data Management: Directly access data shares from external providers without complex integration processes.
• Seamless Connectivity: Cloud infrastructure facilitates effortless connections to downstream systems with readily available data.
• Efficient Reporting and Integration: Generate reports while allowing real-time updates within a flexible integration framework.

Tailored Client Reporting and Automated Statements

Clearwater Prism simplifies the client reporting process with automated tools that require no IT involvement. Asset managers can create customized, high-quality reports and automated statements easily.  

• Self-Service Reporting: Generate client-specific reports with on-demand access.
• Automated Statements: Customize and deliver professional statements directly from your data.
• Comprehensive Data: Choose from a library of pre-built reports or tailor your own for stakeholders.