Clearwater Reporting Platform Enhancements

 
Webinar
July 11, 2013

 

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Clearwater Analytics®, SVB Asset Management’s third-party reporting platform, recently redesigned the user interface and added new functionalities to its site.

In this webinar, we’ll walk you through the enhancements so you can better navigate the platform and access the reports you need. Among the topics we cover:

 

  • The new user interface, designed for flexibility and customization
  • Dashboard and Excel-like table functionality
  • Enhanced accounting functionality, including new general ledger (GL) capabilities
  • Investment policy compliance enhancements
  • Portfolio performance enhancements, including new return types
  • Risk module improvements, including enhanced exposure, credit events, comparison reports and shock analysis
  • Customized statement creation, sharing and management

Please note that with the site changes, you now have two options upon logging into the SVB Asset Management reporting site: visiting the existing or "legacy" site that you're familiar with today, or visiting the newly "enhanced" site. This dual access will be available for 30 days and will allow you to become familiar with the enhanced site prior to its full launch. Upon full launch on August 8, you will only be able to access the enhanced site; the legacy site will no longer be accessible.

Speakers
Nancy Trieu, Portfolio Advisor, SVB Asset Management
Ryan Sinfield, Account Manager, Clearwater Analytics
Ben Lattin, Client Services Manager, Clearwater Analytics

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