Bringing You Upto Speed with the Reality of Your Portfolio

Human beings have proven themselves to be good at many different things, and yet there remains shockingly little that we do better than growing on a consistent basis. This progressive approach, on our part, has already got the world to hit upon some huge milestones, with technology appearing as a major member of the stated group. The reason why technology enjoys such an esteemed stature among people is, by and large, predicated upon its skill-set, which ushered us towards a reality that nobody could have ever imagined otherwise. Nevertheless, if we look up close for a second, it will become clear how the whole runner was also very much inspired from the way we applied those skills across a real world environment. The latter component was, in fact, what gave the creation a spectrum-wide presence, and consequentially, kickstarted a tech revolution. Of course, this revolution then went on to scale up the human experience through some outright unique avenues, but even after achieving such a monumental feat, technology will somehow continue to produce the right goods. The same has grown increasingly evident over the recent past, and assuming one new fintech-themed development shakes out just like we envision, it will only make that trend bigger and better moving forward.

Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has officially announced the launch of its latest product in Clearwater-GPT, which will be the world’s first generative AI technology for investment management to deliver AI-created content for sales, service, marketing, IT, client interaction, and more. According to certain reports, the stated product will empower investors to access a set of comprehensive insights and performance comparisons throughout the investment lifecycle, thus informing them on how their portfolios stack up against their peers who are working with similar AUM sizes and investment styles. Not just a review, though, Clearwater-GPT further has the means to hand you proactive information regarding your investments. This includes both public securities and private market investments. Anyway, such a piece of information should allow the user to make right and timely calculations before deciding whether to make the financial commitment or not. On a more granular level, the said data can look like detailing cash positions compared to prior periods or how their holdings align with their individual goals. Another area where Clearwater-GPT will look to make sizeable progress is bolstering the percentage of auto-reconciliation in a rather sustainable manner, while simultaneously enhancing intraday reconciliation processing. Now, it’s all good to have so many features pulling together to give your investments the best shape possible, but the whole proposition would amount to nothing, if the medium to serve these features is subpar at best. This is why Clearwater-GPT ensures that the promised AI-generated data, which is meant to improve your wealth management, is available through a nimble and secure interface.

“We have entered a new era in the field of investment management, where for the first time, you will be able to glean intelligence from your portfolio data in ways that weren’t possible before,” said Sandeep Sahai, CEO at Clearwater Analytics. “Clearwater-GPT promises to be an extraordinary breakthrough for our clients that will enable significant productivity gains, cost reductions, and an enviable competitive advantage. I’m as confident as ever that our clients will enjoy using our generative AI applications to accelerate their decision-making process while helping them easily take advantage of market opportunities this new era will create for them.”

The launch provides an interesting follow-up to one study conducted by Salesforce where it was revealed that 76% of financial services employees agree generative AI will help them to better serve their clientele.

But what makes Clearwater Analytics an ideal candidate to fill this gap? Well, the answer is rooted in the company’s ability to provide tools for investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, order management and other applications. These individual services are further complimented by how Clearwater can automate your entire investment cycle to make it more efficient than before. The company’s excellence in what it does can also be validated through the fact that leading insurers, asset managers, corporations, and governments are currently using Clearwater’s trusted data to drive efficient, scalable investing on more than $6.4 trillion worth of assets.

“We’re incredibly excited to announce Clearwater-GPT, a powerful generative AI technology that will provide tremendous value to our workforce and will inject greater speed, accuracy, and relevance to our client experiences,” said Souvik Das, Chief Technology Officer at Clearwater Analytics. “Clearwater-GPT is already being used by our employees to drive operational improvements and handle customer requests faster across business functions modernizing the client experience and reducing our own costs.”