An Automated, Scalable,
and Easy-to-Use Solution

No one wants more spreadsheets to manage, or more complex processes to follow. When it comes to investment reporting and accounting, what you need is an easy-to-use, integrated solution for your entire portfolio that scales as your organization grows and as the investment environment changes. Clearwater makes it easy.

An Automated, Scalable, and Easy-to-Use Solution

Flexible Reporting

You deserve to see your investments your way. Clearwater makes that possible. Not only can you customize any existing report or dashboard with a simple mouse click, you can create, save, and share dashboards and statement packages to make it easy to see the exact information you want in the format you want.

Continuous Product Enhancement

Processes, markets, best practices, and accounting guidelines change. Your investment accounting and reporting software should stay ahead of the curve to reflect these changes and scale to your business needs. Using Clearwater, you never have to worry about your ability to adapt to changing environments. We continually incorporate new functionality to provide you with a solution that is constantly evolving and improving.

“Great accounting, excellent reporting, easy interface, phenomenal staff.”

–Sunita Parasuraman, Treasury Manager, Facebook, Inc.

No Software Installation or Maintenance

With Clearwater, there’s no software to install or upgrades to worry about. Clearwater combines the best of web-based computing with powerful investment accounting and portfolio reporting to create the ideal, headache-free, software-as-a-service solution.

Ease of Implementation

Clearwater has redefined the word implementation, replacing a process that is traditionally perceived as long, costly, and painful with one that is simply better. Using the power of automation, a world-class software solution, and dedicated implementation resources, we ensure you are successfully up and running accurately, quickly, and with minimal effort on your part.