Clearwater Analytics is a global SaaS software for automated investment data reconciliation, accounting, aggregation, and reporting. Clearwater helps multiple businesses in making the best of their investment portfolio data with client-centric servicing and cloud-native software. Businesses opting for this useful tool get help in aggregating their client's investment data, reconcile and validate the data further, making it easy to analyze and offer a report, that makes it an ultimate report management platform for investment portfolio data. Clearwater is an accurate solution explicitly built to assist investment managers and accounting professionals in gathering, validating, analyzing, and reconciling client's investment data. Moreover, it offers an integrated reporting tool that allows teams to measure performance, monitor compliance, and inspect the risk across investment policies. Besides being the best accounting solution, Clearwater also offers customizable general ledgers, permitting professionals to report investment-related data according to various accounting standards, including IFRS (International financial reporting standards) and GAAP (Generally Accepted Accounting Principles). Clearwater Analytics is a worldwide trusted software that delivers in-depth reporting and well-researched investment data on time with the quotation-based pricing strategy.
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Platforms Supported
Organization Types Supported
API Support
Modes of Support
Bank Reconciliation
Matching the balances of an entity's accounting records with the corresponding information on a bank statement.Cash Management
Collection and management of cash.Customer Portal
Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.Order Management
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic wayGeneral Ledger
Maintaining and recording all the accounting related transactions.Investor Management
Tracks and manages detailed investor contact, subscription and allocation dataMulti Currency
Enables payment and collection in multiple currencies.Portfolio Management
Portfolio management is the art and science of making decisions about investment mix and policyFree Trial
Available
Pricing Plans
Clearwater Analytics Custom
Features
Disclaimer: The pricing details were last updated on 10/09/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Clearwater Analytics Pricing
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Streamline Invest...
What is Clearwater Analytics used for?
Learn more about Clearwater Analytics features.
Does Clearwater Analytics provide API?
No, Clearwater Analytics does not provide API.
Vendor Details
Boise, ID - 83702Social Media Handles
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