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Clearwater Analytics

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Read 73 Clearwater Analytics reviews and testimonials from customers, explore 16 case studies and customer success stories, and watch 24 customer videos to see why companies chose Clearwater Analytics as their Financial Reporting Software

Clearwater Analytics is an innovative provider of investment portfolio reporting and analytics for institutional investors in over 4,500 organizations. They leverage web-based software and world-class client service to help their clients automate investment accounting, monitor investment policy compliance, and analyze portfolio performance and risk. Their's daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency on the market today.

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  • 73 Testimonials View
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  • 24 Customer Videos View
Customer Rating Review Score based on 3713 reference ratings
4.7/5.0 (3713)

73Testimonials

  • "The month of April was extremely easy for us to do our reconciliation processes. We are very excited about the ease Clearwater Analytics brings to our investment reporting activities."

    Emily Howard Treasury Analyst, Redhat

  • "The first thing that struck me about Clearwater was its reporting capabilities. We can customize reports to our precise needs, even for our portfolio with derivatives and other complex investments. …

    Stephen Nikander Manager of Treasury & Investments

  • "We went from being a non-federal, tax-paying entity so we had to make big changes to our investment portfolio and to our accounting processes."

    Chad Welborn Chief Investment Officer, SCF
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16 Case Studies

  • Halyard Asset Management Utilizing Technology to Offer Best-In-Class Service

    Steven Boyd Principal, Halyard Asset Management

  • The Guarantee Company of North America USA Adopting a Different Way with …

    David Korson Head Accounting Manager, The Guarantee

  • Southern California City Goes Smarter, Faster, Smaller

    Dan Matusiewicz Finance Director/Treasurer
15 more case studies currently locked

24 Customer Videos

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Additional Clearwater Analytics Information & Resources

Read Clearwater Analytics Reviews, Testimonials & Customer References from 73 real Clearwater Analytics customers.

Browse Clearwater Analytics Case Studies, Customer Success Stories, & Customer References from 16 businesses that use Clearwater Analytics.

Watch Clearwater Analytics Customer Videos to learn why 24 businesses chose Clearwater Analytics.

FeaturedCustomers has 1,909,593+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.