Clearwater Analytics has introduced three AI-enabled products built on its investment data platform, which supports more than $10 trillion in global assets. The new solutions – Clearwater Compass, Total Portfolio Oversight, and Fund Analytics – expand the company’s platform across institutional operations, risk management, and private markets workflows. They aim to automate complex tasks and increase operational speed without compromising auditability or control.
Clearwater Compass integrates AI into accounting to automate exception management and accelerate closing processes. It features Smart Suspense, which automatically categorises unapplied cash, and Recon Transparency, which provides live visibility into reconciliation breaks to replace manual email chains. Developed with Blackstone and currently expanding to select beta clients, Total Portfolio Oversight provides a unified view of public and private assets, combining risk exposure, shock analysis, and portfolio query capabilities.
Fund Analytics targets private markets by using AI to extract, validate, and structure data from fragmented general partner reports, PDFs, and spreadsheets. This gives investment teams earlier visibility into portfolio changes, performance metrics, peer benchmarking, and look-through exposures. All three products connect directly to Clearwater’s central investment record to ensure data consistency across workflows.
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