Clearwater Analytics B2B Case Studies & Customer Successes

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.

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Clearwater Analytics B2B Case Studies & Customer Successes

Case Studies

3M achieves automated, accurate investment accounting and faster reconciliations with Clearwater Analytics

Attorneys Liability Protection Society achieves scalable, automated investment accounting and rapid regulatory reporting with Clearwater Analytics

Celgene achieves scalable, automated investment reporting and 30–50% faster reconciliations with Clearwater Analytics

Cisco manages a $40B portfolio with a staff of four with Clearwater Analytics

City of Newport Beach achieves streamlined investment reporting and greater efficiency with Clearwater Analytics

CopperPoint Mutual Insurance Company achieves faster month-end closes and complete portfolio visibility with Clearwater Analytics

Cumberland Insurance Group achieves automated investment reporting and faster month-end closes with Clearwater Analytics

Erie and Niagara Insurance Association achieves timely, audit-quality investment accounting and streamlined NAIC reporting with Clearwater Analytics

First Principles Capital Management achieves scalable growth and daily, accurate portfolio reporting with Clearwater Analytics

Group Health Cooperative of Eau Claire achieves consolidated, automated investment accounting and real-time risk and compliance visibility with Clearwater Analytics

Halyard Asset Management achieves rapid, cost-effective launch and automated portfolio reporting with Clearwater Analytics

London & Capital achieves transparent, scalable client reporting and time savings with Clearwater Analytics

Square 1 Asset Management achieves rapid scale to $1B AUM with Clearwater Analytics

The Guarantee Company of North America achieves faster month-end closes and real-time investment reporting with Clearwater Analytics

United Heritage Insurance Group achieves real-time investment visibility and eliminates back-office exceptions with Clearwater Analytics

Urban Outfitters achieves consolidated portfolio visibility and faster reporting with Clearwater Analytics

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