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About Clearwater Analytics

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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Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

Clearwater Analytics Features

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 policy

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 way

Investor Management

Tracks and manages detailed investor contact, subscription and allocation data

Bank 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.

Clearwater Analytics Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

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.

Clearwater Analytics Alternatives

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Clearwater Analytics FAQs

What is Clearwater Analytics used for?

Clearwater Analytics offers the following functionalities:

  • Multi Currency
  • Portfolio Management
  • Cash Management
  • Customer Portal
  • Order Management
  • Investor Management
  • Bank Reconciliation
  • General Ledger

Learn more about Clearwater Analytics features.

Does Clearwater Analytics provide API?

No, Clearwater Analytics does not provide API.

Clearwater Analytics Contact

Vendor Details

Boise, ID - 83702

Contact Details

+1 208 918 2400

https://clearwater-analytics.com/

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