Introduction to Clearwater Tyler Haws, CPA. Everyone needs investment…

Introduction to ClearwaterTyler Haws, CPA

Everyone needs investment…

Current State

Frustrations & Solutions

Automated, detailed reconciliationSignificant, manual reconciliation

DailyLagging data

100% IntegrationLimited integration

Dedicated account management!??

Limited customer service

Lengthy set up process Deploy < 3 weeks

No installed softwareSoftware maintenance

Clearwater Solution

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 MyersHead of Investments, Group Health Cooperative

Clients and Partners

Partners Technology & Consumer

Data Flows

• Treasury• Accounting• Management• Tax• Auditors

Clearwater Integrated Modules

You on July 1st at 3:37pm

Demo