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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 Investment Management 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 3932 reference ratings
4.7/5.0 (3932)

73Testimonials

  • "I’m able to export a single report from Clearwater with everything including monthly reporting, valuation, risk criteria, exposures, credit ratings, accounting, and much more."

    Garima Thakur Corporate Treasury Manager

  • "Clearwater's web-based platform is very robust and reconciles to the custodian daily. Clearwater also provides SOC 1 Type II, so you can rely on their accounting instead of all the …

    Bruce Edlund Senior Corporate Treasury Manager, Citrix

  • "Every time you have headline news, your senior management is coming to you and wanting more and more data. Without the Clearwater system, it was next to impossible to get …

    Tamara Anthony Director of Treasury
72 more testimonials currently locked

22 Case Studies

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

    Neal Pierce Treasurer and Director of Finance, Cumberland

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

    Steven Boyd Principal, Halyard Asset Management

  • Caledonia Investments completes migration in 10 weeks with Clearwater Analytics

21 more case studies currently locked

24 Customer Videos

  • Adventist Health - Customer Success Story (Jeff Musser - Director of Investment Management)
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    Jeff Musser Director of Investment Management
  • Erie and Niagara Insurance - Customer Success Story (Ann-Louise Roginson - Accounting Department Manager)
    Play Video
    Ann-Louise Roginson Accounting Department Manager
  • Treasury Partners - Customer Success Story (Jerry Klein - Managing Director and Founder)
    Play Video
    Jerry Klein Managing Director and Founder
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 2,122,437+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.