Outstanding Customer Service
and Industry Expertise

Everybody’s got questions. With Clearwater, you get answers. Our dedicated customer service team operates as an extension of your team, provides proactive education on the latest investment trends, and is more than happy to help when you need support or training. You’re never alone when you’re closing your books, preparing financial statements, or completing that next investment report.

Dedicated Customer Service

You deserve customer service that you can trust. Whether it’s every day or once a month, we’re there when you need us. Our customer service team is knowledgeable and responsive; we work to understand your deadlines and adapt to your processes. Clearwater provides support tailored to your exact investment reporting and accounting needs.

Unlimited Training and Education

We believe that every customer is entitled to world-class training, and that accessible customer support should be a core component for any software or service offering. At Clearwater we embody this belief. Our dedicated and experienced customer service team is with you every step of the way.

Clearwater brought to us not just a solution for our data, but expertise in all aspects of investment accounting and reporting for direct securities.”

– Andy Noll, Senior Financial Professional, 3M Company

Going Above and Beyond

We provide holistic, responsive customer support, giving you a powerful resource to make Clearwater work for you.

Someone You Can Trust

You Can Trust

A dedicated, single point of contact that knows you and your portfolio

Questions Big and Small

Big and Small

We will research any investment-related questions for you

Custom-Fit Service


Service specifically tailored to your needs

Watching Out For You

Out For You

Proactive notification, education, and training on regulatory changes, tracked by a team of experts, that affect your investment portfolio

Every Step of the Way

Every Step
of the Way

Support every day and at every period end

Clearwater’s Educational Toolbox

  • Topical industry webinars
  • Insight papers
  • Training videos and webinars
  • Product demos