Clearwater Analytics
The single instance, multi-tenant investment accounting and analytics platform.
Overview
Clearwater Analytics provides a cloud-native platform that automates the entire lifecycle of investment accounting and reporting. The solution aggregates, reconciles, and reports on data from more than 2,500 custodians and data sources. It is particularly strong in handling complex, multi-asset class portfolios and the associated accounting and regulatory reporting requirements. For corporate treasurers, it provides a comprehensive, audited view of their investment portfolio's performance, risk, and compliance.
✨ Key Features
- Automated Investment Data Aggregation & Reconciliation
- Investment Accounting (GAAP, STAT, IFRS)
- Performance, Compliance, and Risk Analytics
- Regulatory and Custom Reporting
- Multi-asset class support
🎯 Key Differentiators
- Pure SaaS, single instance, multi-tenant architecture.
- Automated data aggregation and reconciliation from thousands of sources.
- Integrated accounting, performance, risk, and regulatory reporting.
- Daily, audited data providing a single source of truth.
Unique Value: Delivers a single, reconciled, and audited source of truth for investment data, automating complex accounting and reporting processes and providing clear insights into portfolio performance and risk.
🎯 Use Cases (4)
✅ Best For
- Used by leading insurers, corporations, and asset managers to automate their investment accounting and reporting.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations looking for a platform to execute trades (it is a post-trade system).
- Simple cash management without an investment portfolio.
🏆 Alternatives
Replaces legacy, on-premise systems and manual spreadsheet processes with a modern, fully automated SaaS solution. Its single-instance, multi-tenant model provides greater efficiency and faster innovation compared to many competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
🔄 Similar Tools in Investment Portals
ICD Portal
A leading independent portal for corporate treasury to research, trade, and manage short-term invest...
Tradeweb for Corporate Treasury
An independent trading and investment portal for corporate treasury and finance teams, covering shor...
Treasury Curve
An independent money market fund portal that allows direct trading and aims to provide its full suit...
TreasurySpring
A platform offering access to Fixed-Term Funds (FTFs), enabling organizations to invest surplus cash...
Kyriba
A comprehensive, cloud-based Active Liquidity Network that includes modules for treasury, risk manag...
GTreasury
A comprehensive Treasury and Risk Management System (TRMS) offering solutions for cash management, p...