Clearwater Analytics introduced new AI-enabled products built on the same trusted investment data foundation supporting more than $10 trillion in global assets. The new products extend Clearwater?s platform across operations, risk, and private markets workflows, helping institutional investors move faster without sacrificing transparency, control, or auditability. The announcement includes three new products: Clearwater Compass, Total Portfolio Oversight, and Fund Analytics.

Clearwater Compass embeds AI into investment operations and accounting workflows, helping teams automate exception management, improve reconciliation transparency, and accelerate close processes with full auditability. The first Compass capabilities available are Smart Suspense and Recon Transparency. Smart Suspense automates the matching and categorization of unapplied cash, replacing spreadsheet-driven workflows with a centralized operational workspace and complete audit visibility.

Recon Transparency gives clients live visibility into reconciliation breaks Clearwater processes on their behalf, including source files, resolution status, root-cause analysis, and collaborative workflows that replace manual email chains. Total Portfolio Oversight brings investment and risk teams together on a shared view spanning public and private assets. The solution combines portfolio oversight, risk exposure, shock analysis, and direct portfolio query capabilities in one experience, all connected to the same trusted investment record.

Total Portfolio Oversight is currently being expanded to a select group of institutional beta clients. Fund Analytics extends Clearwater?s platform into private markets, where investment teams still rely heavily on fragmented GP reports, capital statements, PDFs, spreadsheets, and manual processes. The solution uses AI to extract, validate, and structure private markets data across funds, exposures, and performance metrics.

Investment teams gain earlier visibility into portfolio changes, look-through exposure, peer benchmarking, and scenario analysis, all connected to the same trusted investment record used across the broader Clearwater platform. Together, these products extend Clearwater?s investment platform across operations, risk, and private markets, helping institutional investors move faster with trusted data and embedded intelligence.