Covenant Capital Arms Wealth Managers with
Award-Winning, SaaS-Based Platform to Serve High-Net-Worth
Clients
SINGAPORE and BOISE,
Idaho, July 18, 2023 /PRNewswire/ -- Clearwater
Analytics (NYSE: CWAN), a leading provider of SaaS-based investment
management, accounting, reporting, and analytics solutions, today
announced that Singapore-based
independent wealth manager Covenant Capital has selected Clearwater
Analytics to automate investment data management, conduct portfolio
analytics and reporting, and enhance its services for
high-net-worth clients with valuable growth opportunities. Covenant
Capital caters to high-net-worth individuals and families across
Asia.
Clearwater's state-of-the-art
reporting platform will support Covenant Capital's reporting
requirements, offering automation, reporting consistency and an
overall improved digital end-user experience. By streamlining
operational tasks and eliminating inefficiencies, Clearwater will facilitate accurate, scalable
reporting, becoming an integral and reliable technology within
Covenant Capital's operating model.
"We believe Clearwater offers
the ideal combination of expertise and technological capabilities
to support Covenant Capital," said Edwin
Lee, CEO at Covenant Capital. "We will gain several
significant advantages, including data consolidation that reduces
manual data entry and operational risks. Access to interactive
dashboards and a single view of investment portfolios will empower
our team to analyze data comprehensively and derive valuable
insights. With Clearwater's local
support and commitment to our clients' needs, we'll be able to
expand our business and provide our clients with accurate data on a
timely basis."
"We're delighted to welcome Covenant Capital to our growing
client family in Asia," said
Scott Erickson, Chief Revenue
Officer at Clearwater Analytics. "Prominent wealth managers around
the world, including Covenant Capital, attribute their choice of
Clearwater to our robust data
infrastructure. When organizations choose us over other vendors,
they gain access to the highest quality and industry-leading
investment reporting platform that enables their relationship
managers to drive returns for their clients. The holistic
perspective we provide empowers them to increase revenue retention
and seize growth opportunities."
To learn about Clearwater's
investment accounting software, talk to one of our experts
today.
About Clearwater Analytics
Clearwater Analytics (NYSE: CWAN), a global, industry-leading
SaaS solution, automates the entire investment lifecycle. With a
single instance, multi-tenant architecture, Clearwater offers award-winning investment
portfolio planning, performance reporting, data aggregation,
reconciliation, accounting, compliance, risk, and order management.
Each day, leading insurers, asset managers, corporations, and
governments use Clearwater's
trusted data to drive efficient, scalable investing on more than
$6.4 trillion in assets spanning
traditional and alternative asset types. Additional information
about Clearwater can be found
at clearwateranalytics.com.
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SOURCE Clearwater Analytics