Clearwater Investment Management Solution from Clearwater Analytics

A cloud-based investment accounting and analytics platform providing data aggregation, reconciliation, investment accounting, compliance monitoring, performance tracking, and risk analytics across all asset classes.

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Product analysis by function

Portfolio Management Systems for Portfolio Management

Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
More Portfolio Management Systems More Portfolio Management ...

Core Portfolio Management
(9 Yes /9 Known /10 Possible features)

Order Management & Trading
(8 Yes /8 Known /10 Possible features)

Performance Measurement & Attribution
(7 Yes /7 Known /10 Possible features)

Risk Management & Analytics
(8 Yes /8 Known /10 Possible features)

Compliance & Regulatory Reporting
(7 Yes /7 Known /10 Possible features)

Data Integration & Management
(7 Yes /7 Known /10 Possible features)

Client & Investor Communications
(7 Yes /7 Known /10 Possible features)

Workflow & Task Automation
(1 Yes /1 Known /10 Possible features)

Security & Access Control
(3 Yes /3 Known /10 Possible features)

Integration & Extensibility
(1 Yes /1 Known /10 Possible features)

Usability & User Interface
(1 Yes /1 Known /10 Possible features)

Core Portfolio Management
(3 Yes /3 Known /10 Possible features)

Performance Measurement & Attribution
(5 Yes /5 Known /9 Possible features)

Risk Management
(4 Yes /4 Known /9 Possible features)

Order Management & Trade Execution Workflow
(0 Yes /0 Known /8 Possible features)

Compliance Management
(1 Yes /1 Known /8 Possible features)

Data Management & Integration
(2 Yes /2 Known /7 Possible features)

Reporting & Analytics
(0 Yes /0 Known /7 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /7 Possible features)

Automation & Workflow
(2 Yes /2 Known /5 Possible features)

Security & Reliability
(4 Yes /4 Known /7 Possible features)

Support, Maintenance & Vendor Stability
(2 Yes /2 Known /7 Possible features)

Document Generation Systems for Product Development & Management

Solutions that automate the creation and maintenance of product documentation including prospectuses, fact sheets, KIIDs, and other regulatory and marketing materials.
More Document Generation Systems More Product Development & Management ...

Document Creation & Template Management
(0 Yes /0 Known /11 Possible features)

Data Integration & Connectivity
(0 Yes /0 Known /10 Possible features)

Regulatory Compliance & Legal Features
(0 Yes /0 Known /10 Possible features)

Workflow, Collaboration & Review
(0 Yes /0 Known /10 Possible features)

Output Formats & Distribution
(0 Yes /0 Known /10 Possible features)

Localization & Multilingual Support
(0 Yes /0 Known /8 Possible features)

Security, Permissions & Audit
(0 Yes /0 Known /10 Possible features)

Performance, Scale & Automation
(0 Yes /0 Known /10 Possible features)

Reporting, Monitoring & Analytics
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

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Multi-Asset Class Support Supports a wide variety of asset classes including equities, fixed income, derivatives, alternatives, and cash.		Product supports a wide range of public and private assets and instrument types, as stated under 'all asset classes' in notes and marketing materials.
Model Portfolio Management Ability to create and manage model portfolios for replication and benchmarking.		Clearwater features model portfolio and composite tracking for benchmarking and replication.
Rebalancing Tools Tools for automated and manual portfolio rebalancing based on rules or drift thresholds.		Automated and manual rebalancing tools are integral for institutional platforms, confirmed by official documentation and demos.
Tax Lot Tracking Tracks individual tax lots for accurate tax management and reporting.		Tax lot tracking is a core feature for investment accounting and reporting (see product documentation on tax management).
Multi-Currency Support Manages and values portfolios in multiple base and reporting currencies.		Support for multi-currency accounting and reporting is explicitly stated.
Historical Position Reconstruction Ability to reconstruct historical portfolio positions for reporting or auditing.		Historical position and transaction history/reporting is mentioned under audits and multi-year data retention.
Scenario Analysis Enables scenario modeling to assess portfolio impacts under various assumptions.		Scenario and 'what-if' risk analytics are available within Clearwater's analytics functionality.
Portfolio Hierarchies Supports complex hierarchical structures (accounts, sub-portfolios, composites).		Portfolio hierarchies including composites, sleeve accounts, etc., are frequently highlighted as supported features.
What-If Analysis Provides tools to simulate hypothetical trades and assess impacts.		'What-if' analysis for hypothetical trades and scenario impact is referenced under risk management and scenario tools.
Speed of Portfolio Valuation Time taken to compute full valuation of a portfolio.		No information available

Order Generation Create and submit orders directly from portfolio or model changes.		Clearwater supports order creation and integration with trading workflows per solution description.
Pre-Trade Compliance Checks Checks trade orders against investment restrictions prior to execution.		Pre-trade compliance is a documented use case (compliance engine checks before order release).
Order Routing Supports automated routing of trades to counterparties or execution platforms.		Supports automated trade order routing per product overview.
FIX Protocol Integration Native support for FIX protocol for seamless connectivity with brokers.		FIX protocol and multiple integration protocols are cited as supported integrations.
Trade Allocation Flexible rules for post-trade allocation to accounts or sleeves.		Allocation of trades to sub-accounts, sleeves, or pooled funds is referenced in platform capabilities.
Market Data Integration Real-time or delayed access to market prices for pre-trade decisions.		Uses real-time and delayed market data integration as described for pricing and compliance.
Execution Cost Analysis Tracks and reports on transaction costs and slippage.		Transaction cost and slippage analytics are mentioned as supported in trade execution reports.
Straight-Through Processing (STP) Rate Percentage of trades processed from order to settlement without manual intervention.		No information available
Time to Execute Trade Average time from order entry to execution fill.		No information available
Block Trading Support Ability to manage and execute block trades efficiently.		Block trade handling and allocation are referenced for institutional workflows.

Time-Weighted Return Calculation Accurate calculation of time-weighted returns for investment performance analysis.		Time-weighted return (TWR) calculations are available within performance modules.
Money-Weighted Return Calculation Calculation of money-weighted (IRR) returns for cashflow-sensitive portfolios.		IRR (money-weighted return) is part of the analytics offering per documentation.
Multi-Level Attribution Supports multi-level (sector, security, currency) performance attribution.		Multi-level attribution by asset, sector, etc., is described in reporting and marketing collateral.
Custom Benchmark Support Ability to set and compare portfolios against custom benchmark indices.		Custom benchmarks and comparison are a standard feature for institutional clients.
Risk-Adjusted Return Metrics Includes Sharpe, Sortino, and other ratios for performance analysis.		Risk-adjusted return metrics (Sharpe, Sortino) are mentioned for performance reporting.
Performance Contribution Analysis Analyzes contribution to performance by asset, sector, or manager.		'Performance contribution analysis' by various groupings is available.
Automatic GIPS Composite Management Support for Global Investment Performance Standards composite setup and reporting.		Support for GIPS compliance is referenced as a differentiator in reporting functionalities.
Frequency of Return Calculations How often return calculations can be performed.		No information available
Granularity of Holdings Analysis Level at which performance can be broken down (e.g., lot, security, sector).		No information available
Speed of Performance Report Generation Time required to generate detailed performance reports.		No information available

VaR (Value at Risk) Calculation Calculates Value at Risk using multiple methodologies (parametric, historical, Monte Carlo).		Clearwater's analytics suite includes VaR calculated via historical and Monte Carlo methodologies.
Stress Testing Ability to run stress and shock scenarios on portfolios.		Stress testing scenarios are core to the risk analytics functionality.
Risk Exposure Breakdown Detailed analysis and visualization of exposures (sector, country, factor, etc).		Risk exposure breakdown by asset, sector, and other categories is supported with dashboard analytics.
Factor Analysis Decomposition of portfolio returns/risk into underlying risk factors.		Factor analysis is cited in platform's risk analytics and reporting.
Liquidity Risk Assessment Measures and reports on the liquidity profile of portfolios.		Liquidity risk analytics are referenced as a reporting capability.
Counterparty Risk Assessment Quantifies exposures to issuers, custodians, and brokers.		Counterparty risk assessment, especially for fixed income, is supported per documentation.
Real-Time Risk Monitoring Provides real-time or near-time updates to risk metrics.		Clearwater provides daily and intraday risk monitoring dashboards.
Limit Monitoring and Alerts Automated monitoring of risk and exposure limits with alerting.		Automated risk limit monitoring and alerts are cited under compliance and risk controls.
Number of Custom Risk Metrics Supported Custom risk models or metrics the platform can support at once.		No information available
Speed of Risk Report Generation Time required to generate and distribute risk reports.		No information available

Pre-Trade Compliance Checks compliance with regulatory and client-specific rules prior to order execution.		Pre-trade compliance functionality is a standard offering for institutional management.
Post-Trade Compliance Monitors post-trade activity for adherence to investment guidelines.		Post-trade compliance and violation alerts are covered in compliance engine documentation.
Regulatory Report Generation Produces reports required for regulatory filings (e.g., Form PF, AIFMD, MiFID II).		Regulatory filing support such as AIFMD, Form PF, and custom jurisdictional reports is a major use case.
Custom Rule Builder GUI or scripting language for creating custom compliance rules.		Clearwater provides a rule builder for custom compliance or business rules.
Audit Trail Tracks and logs all activity and changes for audit purposes.		Historical audit logs of all actions and changes are available for user and regulatory review.
Exception Management Workflows for handling and resolving compliance breaches and exceptions.		Exception workflow and remediation management is offered in compliance and incident modules.
Automated Document Generation Automatically generates legal and compliance documents for clients or regulators.		Automatic generation of statements and regulatory documents is cited under reporting and compliance.
Number of Built-In Compliance Rules Out-of-the-box compliance rules or templates available.		No information available
Compliance Check Frequency How frequently compliance checks are run on portfolios.		No information available
Alert Notification Time Delay between identifying a compliance breach and notifying the user.		No information available

Open API Access Well-documented APIs for integration with third-party systems or internal applications.		APIs and developer documentation are promoted for data integration use.
Market Data Connectivity Connectivity to market data providers for real-time and historical data.		Global and local market data vendor connectivity is referenced in product sheets.
Pricing Source Flexibility Able to source pricing from multiple external or internal sources.		Sourcing prices from multiple feeds, including client-uploaded data, is supported.
ETL (Extract, Transform, Load) Tools In-built data transformation and loading utilities.		ETL tools are available for automating and validating data imports and transformations.
Data Quality Control Validation, deduplication, and error correction processes for incoming data.		In-built data quality routines and validation checks are referenced in platform features.
Reference Data Management Centralized management for instrument, client, and counterparty reference data.		Supports reference data integration for instruments, issuers, and more.
Data Retention Policy Support Configure how long data is retained for compliance and reporting.		Clients can configure data retention to suit compliance and business needs.
Number of Data Sources Supported Distinct external or internal data sources that can be integrated at once.		No information available
Data Load Frequency Maximum frequency at which data loads are supported.		No information available
Data Reconciliation Speed Time required to reconcile positions or transactions with external records.		No information available

Client Portal Branded, online access point for clients to view portfolio, performance, and documents.		Clearwater offers a branded online client portal access for portfolio views and documents.
Customizable Reporting Flexible options for tailoring reports to specific client needs.		Customizable reporting templates and on-demand reports are highlighted for client communication.
Automated Statement Generation Generation and distribution of periodic account statements and tax documents.		Automated generation/distribution of periodic statements and reports is integral to the platform.
Document Vault Secure repository for storing and sharing investment reports and documents.		A secure document vault is supported for report and statement uploads.
Multi-Language Support Support for producing reports and communications in multiple languages.		Multi-language report and client communications are available to serve global clients.
Data Visualization Tools Advanced charting and data visualization in reporting and portals.		Dashboards and reporting include advanced charting and visualization per feature lists.
Custom Branding Options Allows for client-specific branding of communication materials.		Client-specific branding is configurable in client portals and statements.
Bulk Reporting Speed Time required to generate and deliver bulk reports to all clients.		No information available
Number of Concurrent Users Supported Clients or investors that can simultaneously access the system.		No information available
Frequency of Automatic Updates How often clients receive automatic updates (email, portal notifications).		No information available

Workflow Designer Tool for configuring custom workflows and approval chains.		No information available
Task Assignment & Escalation Automatic assignment and escalation of tasks based on rules or deadlines.		No information available
Alerts & Notifications Email, SMS, or in-app notifications for important tasks or exceptions.		No information available
Automated Data Imports Scheduling and running data imports without manual intervention.		No information available
Exception Handling Automation Automated handling of workflow errors or breaks.		No information available
User Access Controls Assign roles, permissions, and workflows to users and groups.		User access controls/roles are discussed in product documentation and security features.
Workflow Execution Time Average time to complete an automated workflow from initiation to completion.		No information available
Number of Workflow Types Different workflow templates or types available out-of-the-box.		No information available
Concurrent Workflow Support Maximum number of workflows that can run simultaneously.		No information available
Audit Logging of Workflows Automatically records all workflow steps and user actions for compliance.		No information available

Single Sign-On (SSO) Support for SSO integration with enterprise identity providers.		No information available
Multi-Factor Authentication (MFA) Enforce MFA for added user login security.		No information available
Role-Based Permissions Granular controls over user access to different system modules and data.		Role-based permissions referenced in security and access control information.
Encryption (At-Rest & In-Transit) Encrypts data when stored or sent across networks.		Both at-rest and in-transit encryption are detailed as security controls.
Regular Penetration Testing Conducts periodic security testing of the platform.		No information available
User Activity Logging Logs user activity for security and audit compliance.		User activity logging for compliance and security explicitly referenced in product features.
Custom Password Policies Set and enforce custom password complexity and expiry rules.		No information available
Data Masking Ability to mask sensitive data fields for specific users.		No information available
Number of Access Roles Supported Distinct levels or roles that can be set for system users.		No information available
User Session Timeout Default time a session remains active without user interaction.		No information available

Third-Party Application Integrations Pre-built connectors for leading risk, CRM, or execution systems.		Connectors and APIs for integration with custodians, accountants, and risk systems are supported.
Custom Script/SDK Support Allows developers to build custom extensions or automation using an SDK or scripting.		No information available
Event-Based API Triggers APIs that trigger actions in response to portfolio events or data changes.		No information available
Outbound Data Feeds Flexible configuration for pushing data to downstream systems.		No information available
Batch & Real-Time Processing Supports both scheduled (batch) and real-time integrations.		No information available
Integration Partner Ecosystem Network of supported third-party vendors with certified integrations.		No information available
Number of Pre-Built Connectors Connectors available for plug-and-play integration.		No information available
API Call Latency Time for average API request-response cycle.		No information available
Concurrent API Connections Supported Maximum number of simultaneous API connections.		No information available
User Extensibility Options Availability of open frameworks or plugin architectures.		No information available

Customizable Dashboards Users can personalize dashboard layouts with preferred widgets or views.		Customizable dashboards and widgets supported for key user roles (portfolio managers, compliance, etc).
Mobile Access Optimized access from mobile and tablet devices.		No information available
Accessibility (WCAG Compliance) Meets accessibility guidelines for users with disabilities.		No information available
Multi-Language Interface User interface supports multiple languages.		No information available
Help & Support Tools Embedded help, documentation, and user support resources.		No information available
User Onboarding Workflows Guided onboarding and training for new users.		No information available
Custom View Settings Users can define saved and shared custom views or filters.		No information available
Concurrent User Responsiveness System performance with large numbers of simultaneous users.		No information available
Average Page Load Time The average time to load application screens.		No information available
Hotkey/Shortcuts Support Support for keyboard shortcuts to enhance productivity.		No information available

Multi-Asset Support Support for various asset classes such as equities, bonds, derivatives, ETFs, and private equity.		Supports broad range of asset types, including private assets and alternatives.
Real-Time Position Management Ability to track positions in real-time as trades are executed and settled.		No information available
Transaction Management Capability to ingest, validate, and record all buy/sell, transfer, and adjustment transactions.		No information available
Portfolio Aggregation Aggregating multiple accounts, funds, and entities for a consolidated portfolio view.		No information available
Custom Portfolio Structuring Configurable portfolio hierarchies such as sleeve accounts, sub-portfolios, and strategies.		No information available
Corporate Actions Processing Automated handling and processing of dividends, splits, mergers, and other events.		Platform offers corporate actions automation for all major event types.
Cash Management Real-time tracking of cash balances and flows across custodians and accounts.		No information available
Instrument Master Integration Seamless integration with security and instrument master data.		No information available
Audit Trail Historical tracking and logging of all portfolio amendments and user actions.		Activity and amendment audit trails provided for compliance and user accountability.
Scalability Maximum number of portfolios/accounts that can be managed concurrently.		No information available

Time-Weighted Return Calculation Determines portfolio returns that neutralize impact of cash flows.		Official documentation references support for time-weighted return calculation.
Money-Weighted Return Calculation (IRR) Calculates internal rate of return for capital-based performance.		Money-weighted/IRR performance measurement is available (as found in both product sheets and demo videos).
Risk-Adjusted Performance Metrics Calculation of Sharpe, Sortino, and other ratios.		Risk-adjusted metrics, such as Sharpe and Sortino ratios, are found in the performance analytics module.
Performance Attribution Analysis Decomposition by security selection, allocation, currency, etc.		No information available
Benchmark Comparison Track and compare portfolio performance to chosen benchmarks.		Product offers benchmark tracking and comparison as core part of performance interface.
Multi-Currency Performance Reporting Support for calculating and presenting results in multiple currencies.		Clearwater provides performance reporting in multiple currencies, per global customer base.
Historical Performance Archiving Storing and accessing long-term historical performance data.		No information available
Granularity of Reporting The finest level (e.g. security, sector, account) at which performance is reported.		No information available
Attribution Frequency How often performance and attribution calculations are updated.		No information available

Value at Risk (VaR) Calculation Automated computation of VaR and related risk metrics for portfolios.		Value at Risk and other risk metrics (Monte Carlo, historical, parametric) supported.
Scenario Analysis & Stress Testing Ability to model portfolio impact under various hypothetical adverse market scenarios.		Detailed risk analytics include scenario and stress testing, as advertised.
Exposure Analysis Breakdown and monitoring of exposures (e.g. sector, region, currency).		No information available
Limit Monitoring & Alerts Automated monitoring and alerting for breaches of portfolio risk or concentration limits.		No information available
Custom Risk Models Support Ability to import or define custom risk and factor models.		Clearwater supports custom risk model definitions and uploads by users.
Risk Reporting Flexibility Configurability in how risk reports are presented and delivered.		Risk reporting dashboard is highly configurable per marketing claims.
Factor Analysis Decompose portfolio returns and risks by systematic factors (e.g. size, value, momentum).		No information available
Look-through Capability Analyze risks inside multi-layered investment vehicles (e.g., funds of funds, ETFs).		No information available
Monte Carlo Simulations Number of Monte Carlo scenarios that can be run per analysis.		No information available

Trade Order Entry & Routing Ability to construct, edit, and route orders to brokers or venues.		No information available
Pre-Trade Compliance Checks Automated checking of portfolio and regulatory limits prior to order release.		No information available
Block and Allocation Management Support for block trading and post-trade allocation to multiple accounts.		No information available
Electronic Trading Integration (FIX) Connectivity to brokers or ECNs via FIX protocol or APIs.		No information available
Order Audit Logging Historical recording of all order and trade actions for compliance.		No information available
Trade Approval Workflow Configurable, multi-step approval processes for trade execution.		No information available
Error Handling & Reconciliation Automated handling and correction of trade errors and mismatches.		No information available
Order Throughput Maximum number of orders that can be handled per minute.		No information available

Pre-Trade Compliance Engine Real-time scanning of trades against compliance rules before execution.		No information available
Post-Trade Compliance Monitoring Ongoing assessment and detection of rule breaches after trading.		No information available
Rule Customization Ability to author and manage custom compliance rules by user.		No information available
Rule Library Library of pre-built regulatory and standard investment policies.		No information available
Automated Breach Alerts Automatic electronic alerts for any compliance violations.		No information available
Case Management Support workflow for documenting, tracking and resolving compliance breaches.		No information available
Compliance Reporting Flexibility Configurability in output and delivery of compliance reports.		Reporting and output customization highlighted in product content.
Audit Trail for Rules Historical log of rule activations, changes, and breach remediation.		No information available

Open API for Data Access RESTful, SOAP or proprietary APIs for inbound/outbound data flows.		No information available
Market Data Integration Plug-in support for multiple market data vendors (Bloomberg, Reuters, etc.).		No information available
Reference Data Management Handling and ingestion of security master, issuer, and counterparty data.		Reference data management clearly articulated (security master, counterparties, issuers).
Third-Party System Integration Interfacing with custodians, fund accountants, and pricing engines.		No information available
Data Validation & Cleansing Automated checking, cleaning, and reconciliation of incoming data.		No information available
Data Latency Time between data arrival and system update.		No information available
Bulk Data Import/Export Ability to handle batch data transfer (historical data loading, bulk reports).		Bulk data import and reconciliation are core workflow features, as stated by Clearwater.

Custom Report Builder Drag-and-drop or template-based tools for report creation.		No information available
Scheduled & On-Demand Reporting Automated and ad-hoc report generation and distribution.		No information available
Regulatory Reporting Support for end-to-end reporting for regulatory requirements (e.g. MiFID, Form PF).		No information available
Client Reporting Customizable client statement generation and delivery.		No information available
Dashboard Visualization Real-time graphical dashboards with interactive analytics.		No information available
Drill-Down Capabilities Ability to analyze data from summary down to transaction-level details.		No information available
Report Distribution Channels Number of supported distribution mechanisms (email, portal, print).		No information available

Web-Based User Interface Full-featured, browser-accessible application interface.		No information available
Role-Based Access Control Fine-grained user permissions by function, portfolio, or asset class.		No information available
Single Sign-On (SSO) Integration with Active Directory, OAuth, or similar identity services.		No information available
Mobile Device Support Accessible via smartphones and tablets.		No information available
Self-Service Customization End-user ability to configure dashboards, reports, and alerts.		No information available
Localization & Multi-Language Support for multiple languages and regional formats.		No information available
Concurrent User Capacity Maximum number of users that can operate the platform simultaneously.		No information available

Task Automation Engine Rules-based scheduling and automation for routine workflows (trades, rebalancing, reporting).		No information available
Configurable Workflow Engine Tools for custom approval and exception handling flows.		Workflow and automation are part of Clearwater's workflow engine features.
Notifications & Alerts Configurable system triggers for email/SMS/push notifications.		No information available
Rebalancing Automation Automated portfolio rebalancing according to model, drift or schedule.		Rebalancing automation—per models, drift, or schedule—is advertised on the product website.
Approval Steps per Workflow Maximum supported approval or sign-off steps in a workflow.		No information available

Encryption In Transit & At Rest End-to-end encryption for all sensitive data, both stored and transmitted.		Clear references to end-to-end encryption at rest and in transit in security documentation.
Disaster Recovery (RTO/RPO) Defined Recovery Time Objectives and Recovery Point Objectives for failover.		Disaster recovery with specified RTO/RPO (minutes/hours) has been published in cloud security whitepapers.
Penetration Testing & Security Audits Regular, independent reviews of system security.		No information available
Uptime SLA Guaranteed minimum percentage uptime for service availability.		No information available
Data Backup Frequency Regularity of backups for all platform and client data.		No information available
Multi-Factor Authentication Support for MFA at login and for sensitive transactions.		Multi-factor authentication called out as a security feature.
Audit Logging Comprehensive logs for all user and system activities.		Comprehensive audit logging for user/system activities is stated as a compliance and operational feature.

24/7 Customer Support Accessibility of technical and operational support, round-the-clock.		Clearwater advertises 24/7 support for its cloud platform in multiple marketing materials.
Service Level Agreements (SLAs) Contracted guarantees for support response and resolution times.		Availability of SLAs for uptime and support response is identified in client and public contracts.
Product Roadmap Transparency Clear visibility into upcoming features and enhancements.		No information available
Regular Software Updates Frequency of platform feature and security updates.		No information available
Documentation Quality Comprehensive, up-to-date user and developer documentation.		No information available
Vendor Financial Stability Evidence of corporate and financial durability of the provider.		No information available
Community & User Forums Availability of user communities for support & feature sharing.		No information available

Template Library Pre-configured templates for prospectuses, fact sheets, KIIDs, and related documents.		No information available
Custom Template Designer Tool to allow custom design and modification of document templates.		No information available
Template Version Control Tracks and manages multiple template versions to ensure consistency and regulatory compliance.		No information available
Bulk Document Generation Ability to create multiple documents simultaneously based on input data sets.		No information available
Dynamic Content Insertion Automatic insertion of variable data such as fund statistics, dates, or performance results into templates.		No information available
Drag-and-Drop Editing Graphical interface for users to easily assemble or modify document layouts and sections.		No information available
Reusable Content Blocks Maintain and reuse content snippets, disclaimers, or standard text across various documents.		No information available
White-Labeling Support Enables branding with client logos, styles, and themes for different product lines.		No information available
Automated Style Enforcement Ensures documents maintain consistent fonts, colors, and formatting per branding guidelines.		No information available
Conditional Logic in Templates Allows document content to change dynamically based on rules and data conditions.		No information available
Multilingual Template Support Provides management and creation of templates in multiple languages for international markets.		No information available

API Data Connectivity Integration with external systems (e.g., fund data providers, CRMs) via APIs.		No information available
Bulk Data Import Support for importing Excel, CSV, XML, or similar file types.		No information available
Live Data Feed Integration Ability to incorporate real-time or near real-time data streams into document workflows.		No information available
Scheduled Data Sync Automated synchronization of data at predefined intervals.		No information available
Multi-Source Data Merging Combines inputs from various data sources, resolving conflicts where needed.		No information available
Error Handling & Logging Automated mechanisms for identifying and logging errors during data imports or sync.		No information available
Data Mapping Interface Visual or configurable tools for mapping incoming data fields to document placeholders.		No information available
Data Validation Rules Ability to define and enforce rules to ensure data accuracy and completeness.		No information available
Data Preview and Simulation Display how imported data will appear before final document generation.		No information available
Audit Trails for Data Changes Logs all changes made to imported data for traceability.		No information available

Regulatory Template Library Out-of-the-box templates and rules for region-specific regulatory documents like KIIDs, KIDs, and prospectuses.		No information available
Automated Compliance Checks Automatically verifies documents against internal and external regulatory rules.		No information available
Disclosure Insertion Automation Ensures mandatory regulatory wording and risk disclaimers are included per requirements.		No information available
Legal Review Workflow Integrates a review and sign-off process by legal teams, including digital approvals.		No information available
Automated Audit Trail Full history of document edits, approvals, and versions to facilitate audits.		No information available
Jurisdictional Content Management Manages country-specific legal and regulatory nuances in documentation.		No information available
Sanctioned Languages Support Ensures only allowed official languages are used for each jurisdiction.		No information available
Custom Regulatory Rule Engine Ability to define and update validation rules as new regulations emerge.		No information available
Expiration & Review Notifications Alerts stakeholders when documents must be updated or reviewed to maintain compliance.		No information available
Embedded Risk/ESG Disclosure Management Automates addition of product-level risk measures and ESG statements per current regulation.		No information available

Clearwater Investment Management Solution from Clearwater Analytics

Product analysis by function

Portfolio Management Systems for Portfolio Management

Core Portfolio Management (9 Yes /9 Known /10 Possible features)

Order Management & Trading (8 Yes /8 Known /10 Possible features)

Performance Measurement & Attribution (7 Yes /7 Known /10 Possible features)

Risk Management & Analytics (8 Yes /8 Known /10 Possible features)

Compliance & Regulatory Reporting (7 Yes /7 Known /10 Possible features)

Data Integration & Management (7 Yes /7 Known /10 Possible features)

Client & Investor Communications (7 Yes /7 Known /10 Possible features)

Workflow & Task Automation (1 Yes /1 Known /10 Possible features)

Security & Access Control (3 Yes /3 Known /10 Possible features)

Integration & Extensibility (1 Yes /1 Known /10 Possible features)

Usability & User Interface (1 Yes /1 Known /10 Possible features)

Core Portfolio Management (3 Yes /3 Known /10 Possible features)

Performance Measurement & Attribution (5 Yes /5 Known /9 Possible features)

Risk Management (4 Yes /4 Known /9 Possible features)

Order Management & Trade Execution Workflow (0 Yes /0 Known /8 Possible features)

Compliance Management (1 Yes /1 Known /8 Possible features)

Data Management & Integration (2 Yes /2 Known /7 Possible features)

Reporting & Analytics (0 Yes /0 Known /7 Possible features)

User Experience & Accessibility (0 Yes /0 Known /7 Possible features)

Automation & Workflow (2 Yes /2 Known /5 Possible features)

Security & Reliability (4 Yes /4 Known /7 Possible features)

Support, Maintenance & Vendor Stability (2 Yes /2 Known /7 Possible features)