michael.pendergrass
Acronym
Clearwater
Product ID
Clearwater
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Description
Harness leading technology to drive efficient and effective client experiences.
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Details
- Tell your story to your clients using our statements. Use pixel perfect quality to create visualization reflecting how you are managing assets and driving returns.
- Gain flexibility to edit and add commentary specific to events in the portfolio, market, or other relevant details you want to share.
- Manage approval workflows for review, sign off and sending to the clients. Statements are tracked and archived for regulatory/audit purposes.
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- Display client holdings and activity on a daily basis, with view options for your clients as well as portfolio managers, advisors, and operations.
- Dashboards are infinitely configurable and users are able to create their own, or share with others. Create dashboards to track cash, positions, transactions, performance, etc.
- Our service team is there to answer any question and assist in construction of all reports. Create a comprehensive landing page, giving you access to all the reports you need to start the day,
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- Daily performance returns are at your fingertips. Select options for return types (total, excess, IRR, TWR, etc.)
- In migrating to Clearwater, we will seamlessly embed your prior performance returns, ensuring your past performance (including since inception) links to your current returns.
- Performance is just one of the many reports available in Clearwater. Schedule a demo to learn more!
Features
Clearwater's SaaS, Cloud native technology provides partner firms with:
- Daily reconciled values, aggregated across all custodians and other sources
- Accurate and intuitive performance, revenue, and composite management tools
- Configurable client portal and pixel perfect statements
Vendors
Management Style
Schwab Products
Solution