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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