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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

Clearwater aggregates, reconciles, and reports on all your assets with the first and only SaaS-based investment accounting solution. The result: higher returns.

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Navy Mutual logo
Catalina Holdings logo
Cisco logo
Dell logo
London & Capital logo
Arch logo
Spotify logo
Sirius Group logo
AAM logo
Wellcare Logo
Antares logo
Chesapeake Employers logo
American Family Insurance logo
Facebook logo
Fifth Third Bank logo

The power to revolutionize the world of investing.

Clearwater aggregates, reconciles, and reports on more than $5.6 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 revolutionize the opaque world of investment accounting. The result: radically simplified reporting and fast, confident action that drives higher returns.

Award-winning investment accounting software.

More than 1,000 organizations trust Clearwater to deliver daily, accurate, comprehensive, and customizable reports, replacing a plethora of investment accounting systems.

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.

Actionable

Make confident decisions across your investments, manage risk with daily audit-quality data, and delight peers and clients with accurate statements.

Discover the difference transparency in data can make for your business.

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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 professionals worldwide choose Clearwater Analytics’ SaaS solution for automated investment accounting, data management, and reporting.

$5.6T

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.