Clearwater Analytics rolled out AI Investment Workflows to modernize how institutions handle investments. With access to their trusted data platform, supporting more than $10 trillion in assets, firms can boost efficiency in ops, risk management, and private markets.
The new features also plug intelligence straight into regular investment tasks. Consequently, decision-making gets faster without skimping on transparency or control. Plus, there’s improved auditability across the board in financial processes, too.
“Every firm in this industry wants AI that works,” said Sandeep Sahai, Chief Executive Officer at Clearwater Analytics. “What firms are discovering is that AI is only as good as the data it runs on. Clearwater was built around a trusted investment record. That allows firms to bring AI directly into the workflows that drive investment operations, risk, and portfolio oversight.”
Advancing Investment Efficiency with AI-Driven Solutions
The company introduced three new solutions: Clearwater Compass, Total Portfolio Oversight, and Fund Analytics. Each tackles major investment issues using advanced automation and deep insights. Clearwater Compass streamlines investment operations and accounting. It automates exception handling and boosts reconciliation transparency. The tool also speeds up financial closes with audit-ready workflows. Its leading features include Smart Suspense and Recon Transparency.
Total Portfolio Oversight gives a unified look at investments and risk. Developed with Blackstone, it links both public and private assets smoothly. Thus, teams can analyze exposure, run scenarios, and keep an eye on portfolios efficiently. On the other hand, Fund Analytics tackles private markets data problems by using AI to structure and verify scattered data sources. This way, investment teams can see performance and exposure better.
“When reconciliations, exceptions, and close workflows are connected directly to the investment record, firms can move faster while maintaining the controls institutional investors expect,” said Lisa Widdowson, Head of Product, Insurance and Asset Owners at Clearwater Analytics.
Overall, Clearwater Analytics keeps growing its AI Investment Workflows across its platform. As a result, institutional investors can move more quickly with dependable data and smart tools built right in.
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News Source: Businesswire.com
