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Introduction to Clearwater

Introduction to Clearwater. Tyler Haws, CPA. Everyone needs investment… . Significant, manual reconciliation. Automated, detailed reconciliation. Current State. Clearwater Solution. Daily. Lagging data. 100% Integration. Limited customer service. Software maintenance.

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Introduction to Clearwater

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  1. Introduction to Clearwater Tyler Haws, CPA

  2. Everyone needs investment…

  3. Significant, manual reconciliation Automated, detailed reconciliation Current State Clearwater Solution Daily Lagging data 100% Integration Limited customer service Software maintenance No installed software Limited integration Dedicated account management !?? Frustrations & Solutions Lengthy set up process Deploy < 3 weeks

  4. Company Information Web-based investment accounting and analytics company; more than $800B Primary focus is the fixed-income, institutional market Over 4,000 institutions have adopted Clearwater “We needed a system that allowed us to focus on our core competencies, not spending hours cobbling data into reports & trying to get the numbers to tie out.” Bret Myers Head of Investments, Group Health Cooperative

  5. Clients and Partners Partners Technology & Consumer

  6. Data Flows • Treasury • Accounting • Management • Tax • Auditors

  7. Clearwater Integrated Modules

  8. You on July 1stat 3:37pm

  9. Demo

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