Clearwater Delivers:

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

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Investment Accounting & Reporting

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

J.P. Morgan
Investment Accounting & Reporting

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

Snowflake
Investment Accounting & Reporting

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

Asset Preservation Advisors, Inc.
Investment Accounting & Reporting

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

Transamerica
Investment Accounting & Reporting

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

Venerable

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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Circle Logo
T. Rowe Price Logo
County of San Fransisco Logo
Chimera Investment Corporation Logo
Saga Logo
Fund Fire
Thornburg Investment Management Logo
DC.gov Logo
Wellcare Logo
Antares logo
Chesapeake Employers logo
American Family Insurance logo
Facebook logo
Fifth Third Bank logo

Turn your investment operations team into a growth enabler.

Clearwater aggregates, reconciles, and reports on more than $5.9 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.

Automated

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

Comprehensive

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

Accurate

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

$5.9T

AUM on the System

100%

SaaS System

91%

Fully Automated Reconciliation

13K+

Users on the System

1,200+

Product Releases Each Year

>60

Net Promoter Score

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