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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
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Customer Rating Review Score based on 3864 reference ratings
4.7/5.0 (3864)

73Testimonials

  • "If you do investments manually, it’s a lifesaver. The price is right, it saves tons of time, you know it’s done right, especially at year end. I would tell anyone …

    Ann Frank VP and Treasurer

  • "When you walk into an implementation you expect a challenge. With the dedicated service of Clearwater's Implementations team, it was a very simple process."

    Mickey Salas Senior Accountant

  • “Not realizing there were other things that we could have asked for or didn’t come to light until we got switched over to the consolidated Clearwater platform has been a …

    Brian Montague Director of Treasury, Urban Outfitters
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22 Case Studies

  • Urban Outfitters Consolidating with Clearwater

    Brian Montague Director of Treasury, Urban Outfitters

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

    Steven Boyd Principal, Halyard Asset Management

  • United Heritage Insurance Group Delivering Healthy Returns

    Dean Sandros CPA Senior Investment Accountant & Assistant Portfolio Manager
21 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 22 businesses that use Clearwater Analytics.

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

FeaturedCustomers has 2,049,532+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.