OVERALL CUSTOMER
REFERENCE RATING
4.6
"Leveraging technology is the fastest, most effective way for an asset manager to bridge the gap betwe..."
Steven Boyd
Principal, Halyard Asset Management
"The daily reconciliation of our data greatly enhances our investment reporting and management capabil..."
Ned Gaffney
SVP, Investments
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"The power of Clearwater is that in one place we can see all of our key metrics—risk, accounting, perf..."
David Atchley
Senior Manager of Global Investments
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"Clearwater provides an automated solution to the compliance monitoring process with daily email notif..."
Bill Bascom
Assistant Treasurer, Intuit, Inc
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"If you do investments manually, it’s a lifesaver. The price is right, it saves tons of time, you know..."
Ann Frank
VP and Treasurer
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"Clearwater’s automated data aggregation and analytics allows us to closely monitor compliance and ris..."
Derek Peeke
Head of Operations
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"We never worry about tomorrow. If we have a new asset management mandate, with diverse guidelines and..."
Hong Chen
Head of Operations, FPCM
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"Going forward, I can prepare the reports needed to answer specific internal and external questions wi..."
Tim Rodgers
Director of SEC & Statutory Reporting
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"It allow us to be closer to having all the answers and be comfortable with the numbers before they’re..."
Shaun Williams
CFO
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"Customize Clearwater the way you like and it will help you to process your information faster. It's j..."
Ramon Ortiz Hernandez
Senior Manager, Accounting
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"The accessibility and simplicity in seeing and understanding your investments on a day to day basis m..."
Sara Smith
CFO
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"With Clearwater we have risk analytics, performance measurement, and investment policy compliance mon..."
Andy Noll
Senior Financial Professional, 3M
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"The beauty of Clearwater is that everything is in one place. We have multiple custodians, so having a..."
Alvaro Illan-Fernandez
VP
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"With Clearwater's reporting system employed for all our portfolios, not only are all our financial re..."
Nigel Allen
Treasurer, NVIDIA
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"We wanted to build a system that could scale up. We have the opportunity to grow and I believe that i..."
David Rehbein
Chief Investment Officer
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"The timeliness and the reporting is excellent. But so is the automation. We feel great about the data..."
Kat Hylland
Senior Accountant, ALPS
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Testimonials & Customer References of individual Clearwater Analytics customers - their endorsements, recommendations, and customer success results of using the software or service. Read these Testimonials & Customer References to decide if Clearwater Analytics is the right business software or service for your company.

We monitor all 74 testimonials to prevent fraudulent testimonials and keep all our testimonials quality high. We only post testimonials verified by the vendor. Verified testimonials require that customer is an actual user of the product.