Clearwater centralizes, validates, and connects your investment data across systems, so every report, workflow, and decision runs on consistent, trusted information.
As investment operations become more complex, so does the need for a centralized data architecture — one that’s automated, audit-ready, and built to flex with evolving demands.
Get all your investment data into one structured environment: ingesting, cleansing, and validating data from front-, middle-, and back-office systems.
Equip front-to-back teams with the same clean, validated dataset — built to scale.
Automate report creation and distribution for faster, more consistent outputs.
Give every team secure access through governed Snowflake delivery.
Clearwater automates investment data ingestion, validation, and normalization — so every system, report, and team operates from the same reliable foundation.
Bring together investment data from custodians, internal systems, and spreadsheets — without manual stitching.
Catch discrepancies and reconcile issues before they reach reporting.
Ensure normalized data across asset classes, currencies, and vehicles.
Clearwater automates the creation of polished client statements and reports. With dynamic templates and full data control, you can deliver faster, more consistent outputs at scale.
Build or customize branded statements for clients, investors, or stakeholders.
Export to PDF, Excel, or client portals with a click.
Include holdings, performance, transactions, and commentary.
Structure, organize, and distribute investment data flexibly, without duplicating work or compromising accuracy.
Plug into your front-, middle-, and back-office tech stack using pre-built adapters.
Ingest from third-party providers without manual formatting.
Adapt your data architecture to support new mandates, clients, or structures.
With Snowflake, Clearwater gives you secure access to your investment data — no delays, no duplication. Teams can analyze, report, and model off the same governed dataset, using AI, dashboards, or natural language queries.
Eliminate lag with Snowflake secure data sharing.
Use Snowflake Cortex for advanced modeling and insights.
Set granular permissions for internal and external consumers.
Chris Napoli Head of Wealth & Asset Management, Snowflake
See how Clearwater helps leading investment managers simplify operations, improve reporting, and scale without compromise.