Clearwater Analytics

Score8.8 out of 10

2 Reviews and Ratings

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.

Categories & Use Cases

Matt Watford View profile

Treasurer in Finance and Accounting at Denver Health & Hospital Authority (5001-10,000 employees employees)

Pros

Provides compliance reporting with our investment policy
Provides month end reporting for all investments
Loads investments to the general ledger

Cons

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.

Most Important Features

Compliance
Month-end reporting
Loading the general ledger

Return on Investment

Saves 5 hours a month at month end for investment reporting
Allows compliance with the investment policy that would not be possible without their tool