About Clearwater
Clearwater is a financial analytics platform from Clearwater Analytics that provides investment reporting and risk management solutions. It combines data aggregation, performance measurement, and regulatory compliance tools so organizations can manage their investment portfolios effectively. Clearwater offers advanced analytics capabilities, customizable reporting options, and integration with various data sources to support informed decision-making. The platform is designed to serve diverse financial institutions, including insurance companies, asset managers, and pension funds, allowing them to navigate complex reporting requirements. Key capabilities: data aggregation performance measurement regulatory compliance customizable reporting advanced analytics Best for: financial professionals that need comprehensive investment management tools.
Clearwater by Clearwater Analytics is a comprehensive accounting software designed to streamline investment accounting, reporting, and reconciliation for institutional investors. Its primary purpose is to automate the entire investment lifecycle, providing users with a robust platform for managing multi-asset portfolios. Key features include daily data aggregation, validation, and reconciliation, which ensure accurate and timely reporting. Clearwater’s software is particularly noted for its ability to handle complex investment data, making it a valuable tool for insurers, asset managers, and corporations. The user interface of Clearwater is designed with simplicity and efficiency in mind. It features a clean, intuitive layout that allows users to navigate through various functions with ease. The dashboard provides a comprehensive view of all portfolio holdings and compliance data, updated daily. Unique design elements, such as customizable widgets and real-time data visualization, enhance the user experience by making critical information easily accessible. The interface is user-friendly, reducing the learning curve for new users and enabling them to quickly become proficient with the software. Clearwater’s functionality is one of its standout aspects.
Pros & Cons
- +Comprehensive investment accounting and reporting
- +Daily data updates and reconciliation
- +User-friendly interface with customizable dashboards
- +Robust integration capabilities
- +Reliable performance with minimal downtime
- −Higher cost compared to some other accounting software
- −May be complex for smaller organizations with simpler needs
Features
Key features
- SaaS-based Investment Accounting and Reporting
- Clearwater provides a cloud-based solution for managing investment accounting and reporting, allowing access from anywhere with an internet connection.
- Data Aggregation, Validation, and Reconciliation
- It automatically collects data from various sources, reconciles it for accuracy, and validates it against security master data. This ensures users make decisions based on reliable and up-to-date information.
- Accurate and Streamlined Accounting & Reporting
- Clearwater's reconciled data feeds its reporting engine, allowing efficient and accurate financial reporting and analysis.
- All-Inclusive Regulatory Compliance & Reporting
- The platform handles various currencies, accounting bases, traditional and alternative assets, and supports local GAAP, IFRS, BSCR, Solvency II, and more. It delivers customized general ledger entries and standard regulatory reports.
- Single Instance, Multi-Tenant Architecture
- This provides a single view across the organization, enabling teams to analyze and report on the same data simultaneously. It also promotes market standardization, access to new markets and asset classes, and real-time regulation updates. However, client data remains separate and secure.
- Unparalleled Customer Support and Training
- Clearwater offers dedicated customer support with a 98% client retention rate. They provide training to ensure users can leverage the platform effectively.
Additional features
- True Software-as-a-Service Investment Accounting
- Clearwater offers a cloud-based solution, eliminating the need for on-premises software and infrastructure. This provides flexibility and scalability.
- Your Personal ABOR (Audited Book of Record)
- The platform ensures accurate and reconciled financial data, serving as a reliable source for audits and regulatory reporting.
- All Inclusive Regulatory Compliance & Reporting
- Clearwater supports various accounting standards, regulations, and tax requirements, providing comprehensive reporting capabilities.
- Single Instance, Multi-Tenant
- A single platform is used by multiple clients, ensuring consistency and efficiency while maintaining data security and separation.
- Unparalleled Customer Support and Training
- Clearwater offers dedicated support and training to help clients maximize the platform's benefits and address any questions or issues.
- Data Warehousing & Client Reporting (Clearwater Prism)
- This solution provides a centralized data warehouse for aggregating and analyzing investment data, enabling customized reporting for clients and stakeholders.
- Alternative Asset Offerings
- Clearwater supports various alternative asset classes, including private equity, hedge funds, real estate, and commodities, providing specialized accounting and reporting capabilities for these complex investments.
- Order and Portfolio Management
- The platform offers tools for managing investment orders, portfolio construction, and rebalancing, streamlining the investment process.
- Portfolio Performance
- Clearwater provides comprehensive performance analysis tools, enabling clients to measure the returns and risk of their investments.
Pricing
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Interface languages
Billing currencies
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About Clearwater
Clearwater is a financial analytics platform from Clearwater Analytics that provides investment reporting and risk management solutions. It combines data aggregation, performance measurement, and regulatory compliance tools so organizations can manage their investment portfolios effectively. Clearwater offers advanced analytics capabilities, customizable reporting options, and integration with various data sources to support informed decision-making. The platform is designed to serve diverse financial institutions, including insurance companies, asset managers, and pension funds, allowing them to navigate complex reporting requirements. Key capabilities: data aggregation performance measurement regulatory compliance customizable reporting advanced analytics Best for: financial professionals that need comprehensive investment management tools.
Clearwater Details
Clearwater's In-App Market Place
Does Clearwater have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (Fr.), SGD (S$), CNY (¥), HKD (HK$), SEK (kr), NZD (NZ$), NOK (kr), DKK (kr), INR (₹), MXN (Mex$), BRL (R$), KRW (₩), ZAR (R), RUB (₽), TRY (₺)
Pros & Cons
- Comprehensive investment accounting and reporting
- Daily data updates and reconciliation
- User-friendly interface with customizable dashboards
- Robust integration capabilities
- Reliable performance with minimal downtime
- Higher cost compared to some other accounting software
- May be complex for smaller organizations with simpler needs
Clearwater's Support Options
Email Address
info@clearwateranalytics.comContact
1-208-918-2400Clearwater's Alternatives
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