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.
Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Multi Currency
Enables payment and collection in multiple currencies.Portfolio Management
Portfolio management is the art and science of making decisions about investment mix and policyCash 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 wayInvestor Management
Tracks and manages detailed investor contact, subscription and allocation dataBank Reconciliation
Matching the balances of an entity's accounting records with the corresponding information on a bank statement.General Ledger
Maintaining and recording all the accounting related transactions.Free Trial
Available
Pricing Options
Premium Plans ( Quotation Based )
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.
88% 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
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
90% 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
90% 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
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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 - 83702Contact Details
+1 208 918 2400
https://clearwater-analytics.com/
Social Media Handles
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