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Clearwater’s Data Aggregation Process Automated Data Collection Thousands of established data feeds to: Clearwater does the heavy lifting of establishing data connections and automatically extracting data on our clients’ behalf each day. With thousands of existing feeds to custody banks and other financial 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 single set 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 Custody Banks Private Placements and Alternatives External Managers Trading Platform Third-Party Security Master 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 benefit 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 file. Our solution compares clients’ investment data against all of these sources and identifies the best comparative data for each individual security, giving users the most accurate and enriched data available. DIVE into
