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.
“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.” - Paul Przybylski, Global Head of Product Strategy and Morgan Money
“Our integrated platform gives clients 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.” - Scott Erickson, Chief Revenue Officer at Clearwater Analytics