Clearwater Delivers:

Tangible AUM Growth Easy Investment Onboarding Streamlined Tax & Reg Reporting Simplified Global Accounting Daily Investment Operations

"We have been extremely impressed with Clearwater's technology."

J.P. Morgan

"We have grown exponentially with the help of Clearwater."


"We've been tremendously impressed. We truly view Clearwater as an extension of our team."

Asset Preservation Advisors, Inc.

"Now we can focus on investment results and value added decision making."


"The Clearwater platform reconciles our investment positions every day."


Unlock Data-Driven Growth

We do this by aggregating, reconciling, and reporting on all of your assets with the one and only true SaaS-based investment accounting solution. The result: Growth enablement!

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Turn your investment operations team into a growth enabler.

Clearwater aggregates, reconciles, and reports on more than $7.3 trillion in assets across thousands of accounts, asset classes, currencies, and regulatory bodies daily. Offering the first and only SaaS-based investment accounting and analytics solution enables Clearwater to turn the investment accounting team into a growth machine. The result: radically simplified reporting and fast, confident action that drives higher returns.


Investment Accounting Software Trusted by More Than 1,000 Organizations

Clearwater delivers daily, accurate, comprehensive, and customizable reports, powering your accounting close, risk, compliance and tax operations. We do all the hard work so you don’t have to.


Reduce manual workload, close the books sooner, and allocate more time to meaningful analysis using daily aggregated and reconciled data.


Report on a wide array of asset classes, in multiple accounting bases, across currencies, all in one view.


Grow your investments with confident fact based decisions, manage risk with daily audit quality data, and integrate new business and investments quickly.

Discover why your peers trust Clearwater to support growth in investment operations.

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Customizable investment accounting reporting
This is an example of a Compliance Report from Clearwater Analytics.
Investment Accounting and Reporting across multiple basis

Flexible portfolio views contain all your data in one place.

  • User-friendly dashboards customizable to your accounting needs
  • Drag and drop custom reporting on the fly
  • Share and curate reports with your team and external stakeholders
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Manage compliance, risk, and performance from anywhere.

  • NAIC, Solvency II, Lloyd's, GASB, and more regulatory reports out of the box
  • Easily download reports in multiple formats
  • Manage returns to ideal portfolio profiles
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Get your job done faster than ever.

  • Fast month-end and quarter-end close in days, not weeks
  • Always-on income statements, realized gain/loss, and balance sheets
  • Complete accounting across asset classes, currencies, and regulatory regimes in one place
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Why Clearwater Analytics?

Investment professionals worldwide trust Clearwater’s SaaS solution for automated investment accounting, data management, and reporting that supports their drive to operational excellence and growth.


AUM on the System


SaaS System


Fully Automated Reconciliation


Users on the System


Code Releases Each Year


Net Promoter Score

Setting the Standard

Learn more about our awards and recognition and see what the top industry watchers have to say about Clearwater Analytics.

Learn why leading organizations trust Clearwater Analytics for their investment accounting and analytics platform.