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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
  • 16 Case Studies View
  • 24 Customer Videos View
Customer Rating Review Score based on 3764 reference ratings
4.7/5.0 (3764)

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

  • "Clearwater delivers the partnership we were looking for. We’re very impressed with Clearwater’s extremely knowledgeable team; they’ve even educated us on complex asset classes’ statutory reporting. From implementation and onwards …

    Frank Linardi CFO

  • "Clearwater’s powerful tools provide us with complete confidence across our investment accounting, reporting, and analytics."

    Paul Austin Finance Director, Exeter Family Friendly
72 more testimonials currently locked

16 Case Studies

  • Staying Ahead of the Curve with Clearwater

    Andy Noll Senior Financial Professional, 3M

  • CopperPoint Mutual Insurance Overcoming More than Everyday Investment Accounting Challenges

    Chad Welborn Chief Investment Officer

  • United Heritage Insurance Group Delivering Healthy Returns

    Dean Sandros CPA Senior Investment Accountant & Assistant Portfolio Manager
15 more case studies currently locked

24 Customer Videos

  • Florida Doctors Insurance Company - Customer Success Story (Mark Shealy - Chief Financial Officer)
    Play Video
    Mark Shealy Chief Financial Officer
  • Investors Title Company - Customer Success Story (Tim Rodgers - Director of SEC & Statutory Reporting)
    Play Video
    Tim Rodgers Director of SEC & Statutory Reporting
  • Strickland Insurance Group - Customer Success Story (Steve Westfield - Chief Financial Officer)
    Play Video
    Steve Westfield Chief Financial Officer
23 more videos currently locked

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 1,911,736+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.