Idaho based Clearwater Analytics has been selected by independent wealth manager Covenant Capital – catering to high-net-worth individuals and families across Asia – to automate its investment data management.
Clearwater’s state-of-the-art reporting platform will conduct portfolio analytics and reporting for Covenant and enhance services for high-net-worth clients with valuable growth opportunities.
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, 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, Clearwater Analytics.
