Clearwater Analytics

Investment Reporting & Analytics


Who Uses This Software?

Clearwater Analytics provides web-based investment accounting and portfolio reporting and analytics for corporate treasuries, insurance companies, asset managers and custody banks.


Average Ratings

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Product Details

  • Deployment
    Cloud, SaaS, Web
  • Support
    Business Hours

Vendor Details

  • Clearwater Analytics
  • www.clearwateranalytics.com/
  • Founded 2004
  • United States

About Investment Reporting & Analytics

Clearwater Analytics provides web-based, investment accounting and portfolio reporting and analytics for corporate treasuries, insurance companies, asset managers, and custody banks. Clearwater's daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency available on the market today. Launched in 2004, with offices in New York City and Boise, Idaho, Clearwater reports on more than $750 billion in assets for more than 4,500 institutional clients worldwide.


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Investment Reporting & Analytics Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting
  • "What If" Scenarios
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

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