CW Connect | Partnered for Success Award

Partnered for Success

Celebrates a partner firm that drove successful solutions to market while enabling clients to scale and grow quickly.

Please complete the form below and submit. You will receive a confirmation message upon completion.

1. Firm name: *This question is required.

2. How long has the firm been on the Clearwater system? *This question is required.

3. What benefits do accounting and investment teams get from the solution? *This question is required.

4. How does the firm promote client engagement with the Clearwater solution and tools? *This question is required.

5. How many clients use your offering with Clearwater, and what AUM does that represent? *This question is required.

6. How has the firm used the Clearwater solution to enable growth and add new business? *This question is required.

7. Your name:

8. Your title:

9. How are you associated with the firm you're nominating?