Clearwater Analytics

Clearwater Analytics Reviews

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Ratings and Reviews
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Matt Watford | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Denver Health uses Clearwater for investment reporting, compliance, and accounting.
  • Provides compliance reporting with our investment policy
  • Provides month end reporting for all investments
  • Loads investments to the general ledger
  • Month end reporting has been slower than it used to be. It's still completed on the first day of the month but late in the day.
If your company has multiple investment accounts Clearwater is a great choice to consolidate month end reporting.

Clearwater Analytics Scorecard Summary

What is Clearwater Analytics?

Clearwater is a web-based investment portfolio accounting solution for institutional investors. The solution boasts 1,000 organizations as users of Clearwater Analytics to deliver investment accounting and reporting on over $5.6T in assets daily.

Investment data aggregation, validation, and reconciliation

Scale the investment strategy, diversify asset classes, and improve data management processes. Integrated with downstream systems to provide clean data to all investment accounting processes. Fully validated and reconciled data each day means users can make confident decisions.
Daily audit-quality data enables users to close the books faster.


Configurable reporting

Toggle between high-level and in-depth portfolio views for portfolio book-of-record accounting, compliance monitoring, performance metrics, and risk analytics. Monitor trends, measure performance, and track critical investment information. Customize reports by adding, removing, sorting, grouping, and filtering over 4,500 columns. Create and share custom reports and dashboards with team members.


Decision-making with accurate data that is reconciled daily.

View outstanding data issues in real-time, monitor compliance, and track portfolio exposure at the click of a button. Fully repeatable and traceable data set to drive confidence in data. Investment accounting reporting at the security or lot level in any basis, provides transparency. Book-of-record accounting and efficient month-end close process.

Clearwater Analytics Pricing

Clearwater Analytics Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

What is Clearwater Analytics?

Clearwater Analytics is a provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations, headquartered in Boise. Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. They boast clients including corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.

Who uses Clearwater Analytics?

The most common users of Clearwater Analytics are from Enterprises and the Hospital & Health Care industry.