Close Close

Portfolio > Portfolio Construction

Portfolio Monitoring Tool Debuts

Your article was successfully shared with the contacts you provided.

Clearwater Analytics L.L.C. has started marketing the Private Wealth Analytics system.

The Web-based system can help investors and advisors keep tabs on entire investment portfolios, according to Clearwater, Boise, Idaho.

The system calculates a consolidated view of net worth but can permit users to look at data for stocks, bonds, and other types of assets, Clearwater systems.

Clearwater independently reconciles and verifies cash and position movements daily at custody banks and safekeeping institutions, the firm says.

The company notes that it also has updated its core financial reporting system to include new risk sector viewing options, identify bonds guaranteed by the Federal Deposit Insurance Corp.’s Temporary Liquidity Guarantee Program, and give the user the ability to choose between two different accounting methods when viewing data for asset-backed and mortgage-backed securities.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.