Clearwater

Product Infographic captions

• 1

  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.

• 2

  Gain flexibility to edit and add commentary specific to events in the portfolio, market, or other relevant details you want to share.

• 3

  Manage approval workflows for review, sign off and sending to the clients. Statements are tracked and archived for regulatory/audit purposes.

• 1

  Display client holdings and activity on a daily basis, with view options for your clients as well as portfolio managers, advisors, and operations.

• 2

  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.

• 3

  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,

• 1

  Daily performance returns are at your fingertips. Select options for return types (total, excess, IRR, TWR, etc.)

• 2

  In migrating to Clearwater, we will seamlessly embed your prior performance returns, ensuring your past performance (including since inception) links to your current returns.

• 3

  Performance is just one of the many reports available in Clearwater. Schedule a demo to learn more!