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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 3690 reference ratings
4.7/5.0 (3690)
  • 2024 Top Rated Software Award

73Testimonials

  • "Clearwater’s client service has always been outstanding. Their team is quick to answer questions and is very knowledgeable about what Clearwater has to offer and how they can maximize the …

    Sean McGovern Investment Analyst

  • "Clearwater is a real time-saver. Whether analyzing daily transactions or creating month-end reports to the Board of Directors, Clearwater allows our treasury staff to spend more time maximizing the effectiveness …

    Rodney Johnson Deputy Treasurer, Orange County Transportation Authority

  • "Clearwater provides an automated solution to the compliance monitoring process with daily email notifications and the ability to quickly research policy violations with comprehensive, real-time portfolio information. The Clearwater system …

    Bill Bascom Assistant Treasurer, Intuit, Inc
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16 Case Studies

  • Southern California City Goes Smarter, Faster, Smaller

    Dan Matusiewicz Finance Director/Treasurer

  • Cumberland Insurance Group Historic Insurer with Modern-Day Investment Challenges

    Neal Pierce Treasurer and Director of Finance, Cumberland

  • CopperPoint Mutual Insurance Overcoming More than Everyday Investment Accounting Challenges

    Chad Welborn Chief Investment Officer
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 1,904,057+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.