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Clearwater Analytics

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Read 73 Clearwater Analytics reviews and testimonials from customers, explore 22 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
  • 22 Case Studies View
  • 24 Customer Videos View
Customer Rating Review Score based on 3811 reference ratings
4.7/5.0 (3811)

73Testimonials

  • "Because of the timeliness of the data feed and the information we can pull out for our general ledger close, we’ve been able to shorten our monthly financial close process …

    Steve Westfield Chief Financial Officer

  • "Clearwater's automated reconciliation has made our period-end reporting much more efficient and streamlined, and we're always confident in the accuracy of our data. The accuracy and ability to have almost …

    Matt Watford Treasury Manager

  • "Clearwater’s client service team has been a great resource for us. In addition to being industry experts, they’re highly responsive to our questions and concerns. The work ethic and overall …

    Cindy Zhang Director of Finance
72 more testimonials currently locked

22 Case Studies

  • London & Capital Reassuring Clients in a Volatile Marketplace

    William Dalziel Partner, London & Capital

  • Institutional Investors boost portfolio yield 65bps with Clearwater Analytics

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

    Steven Boyd Principal, Halyard Asset Management
21 more case studies currently locked

24 Customer Videos

  • The Guarantee Company of North America - Customer Success Story (David Korson - Head Accounting Manager)
    Play Video
    David Korson Head Accounting Manager, The Guarantee
  • Cumberland Insurance Group - Customer Success Story (Neal Pierce - Treasurer and Director of Finance, Cumberland)
    Play Video
    Neal Pierce Treasurer and Director of Finance, Cumberland
  • Investors Title Company - Customer Success Story (Tim Rodgers - Director of SEC & Statutory Reporting)
    Play Video
    Tim Rodgers Director of SEC & Statutory Reporting
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 22 businesses that use Clearwater Analytics.

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

FeaturedCustomers has 1,946,161+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.