A Scalable Solution

Scalability and Service

Every asset manager strives for scalability, yet it is difficult to achieve because of disparate asset management software systems, legacy technology, and manual workflows. Clearwater offers an investment accounting, reporting, and analytics operations solution that delivers true scalability via automated processes and systems. Furthermore, Clearwater provides dedicated customer service that operates as an extension of your team.

“Our ability to manage rapid growth and quickly address changing investment standards has been greatly enhanced by utilizing Clearwater.”

– Adam Dean, Senior VP and Managing Director, Square 1 Asset Management



Clearwater’s asset manager software solution is scalable by design. Using the power of automation and world-class software, we provide a secure, web-based system that scales as your organization grows. What’s more, there’s no software to install or upgrades to manage.

Continuous Product Enhancement

Continuous Product Enhancement

Even though the world around you is constantly changing, many investment management software vendors fail to evolve over time and rarely upgrade their systems and technologies. In contrast, Clearwater is constantly evolving and adapting to changes in the investment environment. We listen to your feedback to improve our processes and functionality to continuously make your investment portfolio management operations better and more efficient.

Customer Service

Dedicated Customer Service

We strongly believe that you have the right to customer support that is knowledgeable, responsive, and proactive. We’re more than just an asset management accounting and reporting provider, we’re an extension of your team and are dedicated to making sure that every experience you have with Clearwater is exceptional.