1. Introduction to Clearwater Tyler Haws, CPA

2. Everyone needs investment…

3. Current State Frustrations & Solutions Automated, detailed reconciliation Significant, manual reconciliation Daily Lagging data 100% Integration Limited integration Dedicated account management !?? Limited customer service Lengthy set up process Deploy < 3 weeks No installed software Software maintenance Clearwater Solution

4. Company Information Web-based investment accounting and analytics company; more than $800B Primary focus is the fixed-income, institutional market Over 4,000 institutions have adopted Clearwater “We needed a system that allowed us to focus on our core competencies, not spending hours cobbling data into reports & trying to get the numbers to tie out.” Bret Myers Head of Investments, Group Health Cooperative

5. Clients and Partners Partners Technology & Consumer

6. Data Flows Treasury Accounting Management Tax Auditors

7. Clearwater Integrated Modules

8. You on July 1 st at 3:37pm

9. Demo