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Clearwater Analytics

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Read 73 Clearwater Analytics reviews and testimonials from customers, explore 22 case studies and customer success stories, and watch 24 customer videos to see why companies chose Clearwater Analytics as their Financial Reporting Software

Clearwater Analytics is an innovative provider of investment portfolio reporting and analytics for institutional investors in over 4,500 organizations. They leverage web-based software and world-class client service to help their clients automate investment accounting, monitor investment policy compliance, and analyze portfolio performance and risk. Their's daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency on the market today.

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  • 73 Testimonials View
  • 22 Case Studies View
  • 24 Customer Videos View
Customer Rating Review Score based on 3786 reference ratings
4.7/5.0 (3786)

73Testimonials

  • “Clearwater’s SaaS model has the ability to continuously provide updates, change as rules change, and grow with the firm—all automatically—meaning we don’t have to alter our processes every time something …

    Adam Dean Managing Director, Square 1 Asset Management

  • "Clearwater’s investment reporting service is second to none. We have been satisfied customers since 2005. The Clearwater website gives me daily information about the state of our investment portfolio. It …

    Amanda Duisman Corporate Treasurer, Sybase

  • "Your accounting department will thank you as it makes their lives tremendously easier."

    Tom Prohonic Senior Treasury Analyst
72 more testimonials currently locked

22 Case Studies

  • The Guarantee Company of North America USA Adopting a Different Way with …

    David Korson Head Accounting Manager, The Guarantee

  • Southern California City Goes Smarter, Faster, Smaller

    Dan Matusiewicz Finance Director/Treasurer

  • First Principles Capital Management Supporting Business Growth with Clearwater

    Hong Chen Head of Operations, FPCM
21 more case studies currently locked

24 Customer Videos

  • Investors Title Company - Customer Success Story (Tim Rodgers - Director of SEC & Statutory Reporting)
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    Tim Rodgers Director of SEC & Statutory Reporting
  • Cumberland Insurance Group - Customer Success Story (Neal Pierce - Treasurer and Director of Finance, Cumberland)
    Play Video
    Neal Pierce Treasurer and Director of Finance, Cumberland
  • Bio-Rad - Customer Success Story (Ramon Ortiz Hernandez - Senior Manager, Accounting)
    Play Video
    Ramon Ortiz Hernandez Senior Manager, Accounting
23 more videos currently locked

Additional Clearwater Analytics Information & Resources

Read Clearwater Analytics Reviews, Testimonials & Customer References from 73 real Clearwater Analytics customers.

Browse Clearwater Analytics Case Studies, Customer Success Stories, & Customer References from 22 businesses that use Clearwater Analytics.

Watch Clearwater Analytics Customer Videos to learn why 24 businesses chose Clearwater Analytics.

FeaturedCustomers has 1,923,391+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.