Clearwater Analytics Analytical review
October 12, 2021

Clearwater Analytics Analytical review

Matt Watford | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Clearwater Analytics

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.
  • Compliance
  • Month-end reporting
  • Loading the general ledger
  • 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

Do you think Clearwater Analytics delivers good value for the price?

Yes

Are you happy with Clearwater Analytics's feature set?

Yes

Did Clearwater Analytics live up to sales and marketing promises?

Yes

Did implementation of Clearwater Analytics go as expected?

Yes

Would you buy Clearwater Analytics again?

Yes

If your company has multiple investment accounts Clearwater is a great choice to consolidate month end reporting.