# 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

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# 

 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.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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

\-

Contact vendor  
for pricing

Free trial  
not available

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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.

[4.4 (3,292)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

Contact vendor

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (2,794)

Value For Money

0.0 (0)

Value For Money

4.2 (2,413)

Customer Service

0.0 (0)

Customer Service

4.0 (2,301)

## Clearwater alternatives

[4.3 (684)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.4 (195)](https://www.capterra.com/p/124180/Brightpearl/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.0 (130)](https://www.capterra.com/p/183247/Real-Page/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

73%

of reviewers

rated it above 4 stars

## 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

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We can help you find the software with the features you need.

## Pricing

### Starting price

Contact vendor  
for pricing

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

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)