An end-to-end solution for OCIOs

Portfolio management, rerouting, and data aggregation on tradeable assets, and a comprehensive reporting solution.

Your Partner for Success

Clearwater provides OCIO’s a powerful platform to manage the entire investment lifecycle for your clients including portfolio management, order management, pre- and post-trade compliance, portfolio administration, risk, performance, CRM, data management, accounting, and reporting.

Streamlined Multi-Portfolio Management

Portfolio management and rerouting made easy. Robust portfolio re-balancing and allocation tooling, with the ability to act with the click of a button.

Comprehensive Data Gathering, Accounting and Reports

Data aggregation on tradable assets powered by world-class reporting tools. Track activity from all angles with dashboards, KPIs, multiple formats, and custom reports.

Easily manage clients of all sizes

Asset owners and asset managers alike value the comprehensive, always on view, with drill down to every detail required for performance, risk, compliance and tax.