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Clearwater Investment Management Solution from Clearwater Analytics

A cloud-based investment accounting and analytics platform providing data aggregation, reconciliation, investment accounting, compliance monitoring, performance tracking, and risk analytics across all asset classes.

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Product analysis by function

Portfolio Management Systems for Portfolio Management

Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
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Core Portfolio Management    
(9 Yes /9 Known /10 Possible features)

Order Management & Trading    
(8 Yes /8 Known /10 Possible features)

Performance Measurement & Attribution    
(7 Yes /7 Known /10 Possible features)

Risk Management & Analytics    
(8 Yes /8 Known /10 Possible features)

Compliance & Regulatory Reporting    
(7 Yes /7 Known /10 Possible features)

Data Integration & Management    
(7 Yes /7 Known /10 Possible features)

Client & Investor Communications    
(7 Yes /7 Known /10 Possible features)

Workflow & Task Automation    
(1 Yes /1 Known /10 Possible features)

Security & Access Control    
(3 Yes /3 Known /10 Possible features)

Integration & Extensibility    
(1 Yes /1 Known /10 Possible features)

Usability & User Interface    
(1 Yes /1 Known /10 Possible features)

Core Portfolio Management    
(3 Yes /3 Known /10 Possible features)

Performance Measurement & Attribution    
(5 Yes /5 Known /9 Possible features)

Risk Management    
(4 Yes /4 Known /9 Possible features)

Order Management & Trade Execution Workflow    
(0 Yes /0 Known /8 Possible features)

Compliance Management    
(1 Yes /1 Known /8 Possible features)

Data Management & Integration    
(2 Yes /2 Known /7 Possible features)

Reporting & Analytics    
(0 Yes /0 Known /7 Possible features)

User Experience & Accessibility    
(0 Yes /0 Known /7 Possible features)

Automation & Workflow    
(2 Yes /2 Known /5 Possible features)

Security & Reliability    
(4 Yes /4 Known /7 Possible features)

Support, Maintenance & Vendor Stability    
(2 Yes /2 Known /7 Possible features)

Document Generation Systems for Product Development & Management

Solutions that automate the creation and maintenance of product documentation including prospectuses, fact sheets, KIIDs, and other regulatory and marketing materials.
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