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Clearwater Analytics
What Clearwater Analytics is
Clearwater Analytics is a cloud-based investment management platform for institutional investors. It connects investment data and workflows across public and private markets, supporting front-, middle-, and back-office activity in trading, accounting, risk, and reporting. Its accounting and reporting cover public and private assets with daily, validated, multi-basis, multi-currency data. Investment and fund accounting are provided in one platform, with IBOR and ABOR reconciled by design. Risk and performance tools combine risk intelligence and performance analytics, including cross-asset monitoring, scenario analysis, and stress testing. Clearwater says its generative AI automates tasks and supports data insights and investment workflows. The open platform supports marketplace and partner integrations, third-party order and portfolio management systems, and custom Python models through APIs. It is cloud-based, single-instance, and multi-tenant, with no customer hardware or software installation. Listed security measures include encryption in transit and at rest, role-based access, automated patching, redundancy and disaster recovery, monitoring, and audit logging. Clearwater was founded in 2004 and is headquartered in Boise, Idaho. Pricing is available on request, and prospective customers can request a product demo.
Who it suits
Clearwater identifies insurers, asset managers, hedge funds, banks, corporations, endowments, and pension funds among its institutional customers. It suits investment teams seeking connected workflows across public and private assets, with accounting, risk, and reporting capabilities in one platform.
What it does well
- Covers public and private assets across investment workflows.
- Provides daily, multi-basis, multi-currency accounting and reporting.
- Includes cross-asset monitoring, scenario analysis, and stress testing.
- Connects third-party systems and custom Python models through APIs.
- Cloud deployment requires no customer hardware or software installation.
- Lists encryption, role-based access, disaster recovery, and audit logging.
What to know first
- Pricing is available only on request.
- Platform access is listed for web and API.
Getting started
- Visit the Clearwater website.
- Contact Clearwater for product information or request a product demo.
- Discuss customer configuration and implementation with Clearwater’s team.
- Access the platform through its web or API offering.
Verdict
Institutional investors seeking connected accounting, risk, and reporting across public and private markets should consider Clearwater. Its fit depends on an organization’s requirements and a quote from the company, since pricing is provided on request.
Questions
How much does Clearwater cost?
Clearwater uses a paid pricing model. Pricing is available on request.
Which platforms does Clearwater support?
The listed platforms are web and API.
Who is Clearwater for?
Clearwater identifies institutional investors including insurers, asset managers, hedge funds, banks, corporations, endowments, and pension funds.
What investment workflows does it cover?
It supports trading, accounting, risk, and reporting workflows across front, middle, and back offices.
Can Clearwater connect to other systems?
The platform supports marketplace and partner integrations, third-party order and portfolio management systems, and custom Python models through APIs.
How do prospective customers get started?
They can contact Clearwater for product information or request a product demo.
Facts from Clearwater Analytics's own pages
- Accounting
- Clearwater provides investment and fund accounting through one platform, with IBOR and ABOR reconciled by design. · cwan.com, 5 Oct 2026
- Accounting and reporting
- The platform provides daily, validated, multi-basis, multi-currency investment accounting and reporting across public and private assets. · cwan.com, 5 Oct 2026
- AI
- Clearwater says its generative AI automates tasks and supports data insights and investment workflows across front-to-back teams. · cwan.com, 5 Oct 2026
- Asset class coverage
- multi_asset_alternatives · cwan.com, 20 Sept 2026
- Cloud architecture
- Clearwater describes its platform as cloud-based, single-instance, and multi-tenant, with scalability and updates managed without customer hardware or software installation. · cwan.com, 5 Oct 2026
- Cloud deployment
- Clearwater describes its platform as cloud native, with no servers to manage or software to install. · cwan.com, 5 Oct 2026
- Company history
- Clearwater says it was founded in 2004 and began in Boise, Idaho. · cwan.com, 5 Oct 2026
- Founded
- 2004 · cwan.com, 28 Sept 2026
- Headquarters
- Boise, Idaho, United States · cwan.com, 28 Sept 2026
- Implementation
- Clearwater says its team handles data mapping, interface building, normalization, validation, and exception logic for customer configurations. · cwan.com, 5 Oct 2026
- Integrations
- The open platform supports marketplace and partner integrations, custom Python models through APIs, and connections with third-party order and portfolio management systems. · cwan.com, 5 Oct 2026
- Intended customers
- Clearwater identifies insurers, asset managers, hedge funds, corporations, endowments, and pension funds among the institutional investors it serves. · cwan.com, 5 Oct 2026
- Investment workflows
- The platform supports front, middle, and back office workflows across trading, accounting, risk, and reporting. · cwan.com, 5 Oct 2026
- Performance reporting
- Yes · cwan.com, 20 Sept 2026
- Public pricing
- The contact page directs prospective customers to request a demo and does not list product prices. · cwan.com, 5 Oct 2026
- Purpose
- Clearwater is a cloud based investment management platform for institutional investors, connecting investment data across public and private markets. · cwan.com, 5 Oct 2026
- Risk analysis
- Yes · cwan.com, 20 Sept 2026
- Risk and performance
- Its risk and performance solution combines risk intelligence and performance analytics, including cross-asset monitoring, scenario analysis, and stress testing. · cwan.com, 5 Oct 2026
- Sales and demo
- Prospective customers can contact Clearwater for product information or request a product demo. · cwan.com, 5 Oct 2026
- Scale
- The company states it serves 2,400 global clients and manages and processes $10 trillion in assets. · cwan.com, 5 Oct 2026
- Security
- The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging. · cwan.com, 5 Oct 2026
- Support
- The support page links technical help for Clearwater, Enfusion, and Beacon products. · cwan.com, 5 Oct 2026
- Target users
- The company describes its customers as asset managers, hedge funds, banks, insurers, asset owners, and corporations. · cwan.com, 5 Oct 2026
- What it does
- Clearwater connects investment data and workflows across public and private markets in a front-to-back investment management platform. · cwan.com, 5 Oct 2026
Where Clearwater Analytics stands on Freedom251
- Investment Accounting Software#19 of 30
- Portfolio Management Software#67 of 81