Post on 15-Aug-2020
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Clearwater’s DataAggregation Process
Automated Data Collection
Thousands of established data feeds to:
Clearwater does the heavy lifting of establishingdata connections and automatically extracting data on our clients’ behalf each day.
With thousands of existing feeds to custodybanks and other �nancial institutions, adding a new connection is often as simple as including new portfolios in an existing feed.
If a new feed is needed, Clearwater will create one.
See how Clearwater aggregates investment data with an automated process that eliminates the burden of manual data management.
Clearwater’s automated data aggregation replaces manual data management processes that are time-consuming and prone to error. Establishing this singleset of validated portfolio data is only the beginning; daily data aggregation feeds into Clearwater’s reporting and analytics platform to give users greater insight and control over their investment data than ever before.
To learn more about Clearwater’s data aggregation process visit our website at www.clearwateranalytics.com
Clean, Validated, and Enriched Data
Daily Reassurance
Secure, Monitored, and Continually Improving
CustodyBanks
Private Placementsand Alternatives
ExternalManagers
TradingPlatform
Third-Party SecurityMaster File Data
And More
As a best-in-class provider, Clearwater is dedicated to secure systems and servers, compliance reviews, and intrusion testing.
Dedicated teams monitor data feeds to ensure that data sources are functioning and client data is secure.We stay up-to-date on security enhancements and continually improve by building new functionalities and security measures into our system.
Users’ investment data is aggregated, reconciled, validated, and processed into the system every day.
Not only do our clients bene�t from up-to-date and accurate data, they also have access to it daily for core accounting purposes.
It’s like having month-end data every day of the month.
Clearwater doesn’t just collect data, we also validate and enrich users’ data so that it is clean, accurate, and timely. Clearwater incorporates security characteristics and market data from leading third-party data providers to build a complete security master �le.
Our solution compares clients’ investment data against all of these sources and identi�es the best comparative data for each individual security, giving users the most accurate and enriched data available.
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