Clearwater aggregates, reconciles, and reports on all your assets with the first and only SaaS-based investment accounting solution. The result: higher returns.
"We have been extremely impressed with Clearwater's technology."
J.P. Morgan
"We have grown exponentially with the help of Clearwater."
Snowflake
"We've been tremendously impressed. We truly view Clearwater as an extension of our team."
Asset Preservation Advisors, Inc.
"Now we can focus on investment results and value added decision making."
Transamerica"The Clearwater platform reconciles our investment positions every day."
Venerable
The power to revolutionize the world of investing.
Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts, asset classes, currencies, and regulatory bodies daily. Offering the first and only SaaS-based investment accounting and analytics solution enables Clearwater to revolutionize the opaque world of investment accounting. The result: radically simplified reporting and fast, confident action that drives higher returns.
Award-winning investment accounting software.
More than 1,000 organizations trust Clearwater to deliver daily, accurate, comprehensive, and customizable reports, replacing a plethora of investment accounting systems.
Automated
Reduce manual workload, close the books sooner, and allocate more time to meaningful analysis using daily aggregated and reconciled data.
Comprehensive
Report on a wide array of asset classes, in multiple accounting bases, across currencies, all in one view.
Actionable
Make confident decisions across your investments, manage risk with daily audit-quality data, and delight peers and clients with accurate statements.
Discover the difference transparency in data can make for your business.
Flexible portfolio views contain all your data in one place.
- User-friendly dashboards customizable to your accounting needs
- Drag and drop custom reporting on the fly
- Share and curate reports with your team and external stakeholders
Manage compliance, risk, and performance from anywhere.
- NAIC, Solvency II, Lloyd's, GASB, and more regulatory reports out of the box
- Easily download reports in multiple formats
- Manage returns to ideal portfolio profiles
Get your job done faster than ever.
- Fast month-end and quarter-end close in days, not weeks
- Always-on income statements, realized gain/loss, and balance sheets
- Complete accounting across asset classes, currencies, and regulatory regimes in one place
