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Visit WebsiteStaying Ahead of the Curve with Clearwater
3M
Andy Noll
Senior Financial Professional, 3M
Clearwater Analytics
Clearwater Analytics is an innovative provider of investment portfolio reporting and analytics for institutional investors in over 4,500 organizations. They leverage web-based software and world-class client service to help their clients automate investment accounting, monitor investment policy compliance, and analyze portfolio performance and risk. Their's daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency on the market today.
Case Studies
Showing 16 Clearwater Analytics Customer Success Stories
Growth Draws Insurer To Clearwater's Scalable Investment Accounting Solution
Attorneys Liability Protection Society
Kat Hylland
Senior Accountant, ALPS
How Celgene’s Asset Growth Never Stood in the Way of its Progress
Celgene
Doug Bressette
Assistant Treasurer, Celgene Corporation
How Cisco Manages $40b With A Staff Of Four
Cisco
David Atchley
Senior Manager of Global Investments
Southern California City Goes Smarter, Faster, Smaller
City of Newport Beach
Dan Matusiewicz
Finance Director/Treasurer
CopperPoint Mutual Insurance Overcoming More than Everyday Investment Accounting Challenges
CopperPoint Mutual Insurance Company
Chad Welborn
Chief Investment Officer
Cumberland Insurance Group Historic Insurer with Modern-Day Investment Challenges
Cumberland Insurance Group
Neal Pierce
Treasurer and Director of Finance, Cumberland
Discovering A Complete Investment Accounting Solution
Erie and Niagara Insurance Association
Bob Lowe
Executive Vice President
First Principles Capital Management Supporting Business Growth with Clearwater
First Principles Capital Management
Hong Chen
Head of Operations, FPCM
Group Health Looked for an Integrated and Consolidated Investment Accounting Solution
Group Health Cooperative of Eau Claire
Bret Myers
Assistant Treasurer and Head of Investments, Group Health Cooperative
Halyard Asset Management Utilizing Technology to Offer Best-In-Class Service
Halyard Asset Management
Steven Boyd
Principal, Halyard Asset Management
London & Capital Reassuring Clients in a Volatile Marketplace
London & Capital
William Dalziel
Partner, London & Capital
Square 1 Asset Management Quickly Scaling from Zero to $1 Billion
Square 1 Asset Management
Adam Dean
Managing Director, Square 1 Asset Management
The Guarantee Company of North America USA Adopting a Different Way with Clearwater
The Guarantee Company of North America
David Korson
Head Accounting Manager, The Guarantee
United Heritage Insurance Group Delivering Healthy Returns
United Heritage Insurance Group
Dean Sandros CPA
Senior Investment Accountant & Assistant Portfolio Manager
Urban Outfitters Consolidating with Clearwater
Urban Outfitters
Brian Montague
Director of Treasury, Urban Outfitters
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