CUSTOMER SUCCESS www .clearwateranalytics.com INDUSTRY • F i n a nc ia l S er v i c e s — F u t u re s T r ader ASSET SIZE • $ 1 . 2 B p o r t fo l i o BUSINESS ISSUES • I nc o mp lete v i sib i l i t y i n to i nve s t men t p o r t fo l i o • D i f f ic u lt y compa r ing p er f o r m a nc e of mu lt ip le a s s et m a n a g ers • Inaccurate pricing left t h e a c c ou n t i n g te a m wo nd er i n g • Lack of confid

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