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!
Clearwater Delivers:
"We have been extremely impressed with Clearwater's technology."
J.P. Morgan
"We have grown exponentially with the help of Clearwater."
Snowflake
"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."
Transamerica
"The Clearwater platform reconciles our investment positions every day."
VenerableTurn your investment operations team into a growth enabler.
Clearwater aggregates, reconciles, and reports on more than $6.4 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.
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
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
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
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.
$6.4T
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
Setting the Standard
Learn more about our awards and recognition and see what the top industry watchers have to say about Clearwater Analytics.
