Clearwater manages and reports on over $7.3 trillion in assets daily, covering numerous accounts, asset classes, currencies, and regulatory bodies. It provides a unique SaaS-based investment accounting and analytics solution, transforming investment accounting teams into growth drivers. This leads to simplified reporting and quicker, more confident decision-making, ultimately boosting returns.
Leveraged InDesign to integrate client brand guides to create and manage custom financial-statement products for 50+ clients from diverse industries.Â
Designed and prepared templates in .idml format using InDesign and XML tagging for dynamic data merging. Utilized Character, Paragraph, Table, and Cell Styles for efficient and consistent template creation.
Facilitated client feedback loops, sending PDF proofs with sample data, and incorporating feedback on layout, formatting, and value presentation. Achieve significant metrics, contributing to the shipment of over 100kstatements and 1.5 million pages to end account holders annually, and maintaining 461 unique templates for 85 clients.