No. 36 of 81 ·Portfolio Management Software

Clearwater Analytics

Web · API

Freedom report

One barScore 6.2

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Clearwater Analytics is ranked #36 of 81 in portfolio management software on Freedom251, made by Clearwater Analytics (Boise, Idaho, United States). It runs on API, Web.

Compared on portfolio management software

Performance reporting: Yes

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The record

Asset class coverage: multi_asset_alternatives
Risk analysis: Yes
What it does: Clearwater connects investment data and workflows across public and private markets in a front-to-back investment management platform.
Accounting and reporting: The platform provides daily, validated, multi-basis, multi-currency investment accounting and reporting across public and private assets.
Risk and performance: Its risk and performance solution combines risk intelligence and performance analytics, including cross-asset monitoring, scenario analysis, and stress testing.
AI: Clearwater says its generative AI automates tasks and supports data insights and investment workflows across front-to-back teams.
Integrations: The open platform supports marketplace and partner integrations, custom Python models through APIs, and connections with third-party order and portfolio management systems.
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.
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.
Implementation: Clearwater says its team handles data mapping, interface building, normalization, validation, and exception logic for customer configurations.
Support: The support page links technical help for Clearwater, Enfusion, and Beacon products.
Sales and demo: Prospective customers can contact Clearwater for product information or request a product demo.
Intended customers: Clearwater identifies insurers, asset managers, hedge funds, corporations, endowments, and pension funds among the institutional investors it serves.
Public pricing: The contact page directs prospective customers to request a demo and does not list product prices.

Where it ranks on Freedom251

Best Portfolio Management Software in 2026#36 of 81
Best Investment Accounting Software in 2026#10 of 30

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Sources

cwan.com· checked 20 Sept 2026
cwan.com/platform/overview/· checked 5 Oct 2026
cwan.com/solutions/investment-accounting-reporti· checked 5 Oct 2026
cwan.com/solutions/risk-and-performance/· checked 5 Oct 2026
cwan.com/support/· checked 5 Oct 2026
cwan.com/contact-us/· checked 5 Oct 2026
cwan.com/company/about-cwan/· checked 5 Oct 2026
cwan.com/platform/partners/· checked 5 Oct 2026