Institutional Investing Platform MORGAN
MONEY® Connects to Clearwater's State-of-the-Art Investment
Accounting and Reporting Platform
BOISE,
Idaho, May 30, 2023 /PRNewswire/ -- Clearwater
Analytics (NYSE: CWAN), a leading provider of SaaS-based investment
management, accounting, reporting, and analytics solutions, and
J.P. Morgan Asset Management today announced a strategic
partnership that will integrate Clearwater with the MORGAN MONEY® global
trading platform, allowing permissioned users to easily navigate
between both systems. The joint solution will make it easier for
financial professionals to have a global, connected view of their
investment portfolios and empower them to make real-time investment
decisions on the Clearwater and
Morgan Money platforms.
Corporate treasurers frequently access multiple systems to
invest in a combination of money market mutual funds and separately
managed accounts. To transform this complex, siloed process into a
simple, user-friendly experience, the integration of Clearwater and J.P. Morgan Asset Management's
Morgan Money platform will help empower institutional investors to
easily log in to the joint solution and gain a consolidated view of
balances, exposures, and counterparty risks. Users of the solution
can put insights into action to understand how trades might impact
their portfolio. As a result, corporate decision makers can easily
make smarter investment decisions, all done intuitively via a
holistic view of their holdings.
"J.P. Morgan Asset Management is committed to delivering
innovative solutions that simplify investment decisions for our
clients," said Paul Przybylski,
Global Head of Product Strategy and Morgan Money at J.P. Morgan
Asset Management. "The integration of Clearwater Analytics and
Morgan Money represents a significant step towards achieving that
goal. By leveraging Clearwater's
analytics platform, institutional investors can view comprehensive,
real-time insights into their portfolios and the broader money
market mutual fund landscape. This collaboration combines J.P.
Morgan's asset management expertise with Clearwater's powerful investment accounting
technology, delivering an advanced solution that streamlines the
investment process, enhances transparency, and ultimately enables
our clients to make informed decisions with confidence."
"Our collaboration with J.P. Morgan's Morgan Money platform
demonstrates our commitment to providing a powerful combination of
cutting-edge technology and deep financial expertise, enabling
investors to navigate the complexities of the current market
environment with confidence," said Scott
Erickson, Chief Revenue Officer at Clearwater Analytics. "By
leveraging our integrated platform, clients gain access to robust
analytics and actionable insights that streamline their investment
decisions. As a result, investors are able to make informed
choices, enhance portfolio performance, and ultimately drive
long-term success in the face of today's dynamic market
conditions."
To learn more about the Clearwater Analytics and Morgan Money
solution, speak to an expert today.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of
$2.67 trillion (as of 3/31/2023), is
a global leader in investment management. J.P. Morgan Asset
Management's clients include institutions, retail investors and
high net worth individuals in every major market throughout the
world. J.P. Morgan Asset Management offers global investment
management in equities, fixed income, real estate, hedge funds,
private equity and liquidity. For more
information: www.jpmorganassetmanagement.com. J.P. Morgan
Asset Management is the marketing name for the asset management
businesses of JPMorgan Chase & Co., and its affiliates
worldwide.
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial
services firm based in the United States
of America ("U.S."), with operations worldwide. JPMorgan
Chase had $3.7 trillion in assets and
$303 billion in stockholders' equity
as of March 31, 2023. The Firm is a
leader in investment banking, financial services for consumers and
small businesses, commercial banking, financial transaction
processing and asset management. Under the J.P. Morgan and Chase
brands, the Firm serves millions of customers in the U.S., and many
of the world's most prominent corporate, institutional and
government clients globally. Information about JPMorgan Chase &
Co. is available at www.jpmorganchase.com.
About Morgan Money
Morgan Money is J.P. Morgan Asset Management's institutional
investing platform. A multi-currency, open architecture trading and
risk management system, the platform is designed to deliver a
seamless customer experience, centered on operational efficiency,
end-to-end system integration, and effective controls to allow
customers to invest when, where and how they want — securely. Its
intuitive platform allows customers to view aggregated account
information across their entire portfolio, conduct in-depth risk
analysis, model potential trades and compare available investment
options. This platform is designed for clients, by clients —
embedding their needs and priorities into its core capabilities.
Additional information is available at Morgan Money.
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