# Clearwater Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Clearwater Software - reviews, pricing plans, popular comparisons to other Accounting products and more. Source: https://www.capterra.com/p/119727/Investment-Reporting-Analytics --- # Clearwater Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Clearwater ## What is Clearwater? Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. ## What is Clearwater used for? [Investment Management](https://www.capterra.com/investment-management-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[General Ledger](https://www.capterra.com/general-ledger-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Clearwater?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.clearwater-analytics.com&name=Clearwater) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Clearwater 0.0 VS. [4.3 (711)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (637) Value For Money 0.0 (0) Value For Money 4.0 (544) Customer Service 0.0 (0) Customer Service 4.0 (576) ## Clearwater alternatives [4.2 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (164)](https://www.capterra.com/p/27468/Financial-Edge-NXT/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.0 (608)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars ## FAQs about Clearwater Overview ### What company size and specific industries is Clearwater built for? Clearwater is designed for corporations, insurers, investment managers, pensions, governments, and other institutions that need cloud-based investment portfolio accounting and reporting. It is built for organizations in financial services and related institutional sectors, rather than small businesses, with needs centered on portfolio accounting, reporting, and oversight. Features and Usability ### What are the key features of Clearwater? Clearwater offers a client portal, dashboard, and document storage for client access and file management. It also includes accounting functions such as general ledger, bank reconciliation, financial reporting, and fee management, plus compliance tracking, audit trail, risk management, investments tracking, and multi-currency support. Getting Started and Support ### What training and onboarding options does Clearwater offer? Clearwater provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided setup, webinars cover scheduled product guidance, and documentation gives written reference material for self-paced review and ongoing use. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Audit Trail A record of all activities within the system, including user access, changes made, etc. Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Budgeting/Forecasting Create budgets based on historical data and future projections Clearwater 23 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. A record of all activities within the system, including user access, changes made, etc. Compare and match accounting/financial records with corresponding bank statements Compare key metrics for the business against prominent players in the industry Purchase and track both bonds and stocks in the portfolio Create budgets based on historical data and future projections Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and trade contracts to transact in tangible goods at a certain price in the future Track and report regulatory data to either internal management or external stakeholders Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Assembly of graphs and charts for visualizing and tracking statistics/metrics Store and organize documents in a centralized system Track collected or paid charges for services performed or access granted Generate reports to assess the financial performance of an organization Manage allocation and performance of financial assets Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Monitor capital allocation and asset prices over time Manage and handle various international currencies A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Manage, record and track all business exchanges in form of money and its related interactions in the system Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.