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Clearwater Analytics

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Read 73 Clearwater Analytics reviews and testimonials from customers, explore 16 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
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Customer Rating Review Score based on 3733 reference ratings
4.7/5.0 (3733)

73Testimonials

  • "The beauty of Clearwater is that everything is in one place. We have multiple custodians, so having all that data in one customizable system makes a huge difference."

    Alvaro Illan-Fernandez VP

  • "Clearwater’s client service team has been a great resource for us. In addition to being industry experts, they’re highly responsive to our questions and concerns. The work ethic and overall …

    Cindy Zhang Director of Finance

  • “With Clearwater, portfolio managers can focus on strategy and not on reconciling numbers. Clearwater lets us focus on making sure the client is in the driver’s seat and making sure …

    William Dalziel Partner, London & Capital
72 more testimonials currently locked

16 Case Studies

  • Southern California City Goes Smarter, Faster, Smaller

    Dan Matusiewicz Finance Director/Treasurer

  • Cumberland Insurance Group Historic Insurer with Modern-Day Investment Challenges

    Neal Pierce Treasurer and Director of Finance, Cumberland

  • Urban Outfitters Consolidating with Clearwater

    Brian Montague Director of Treasury, Urban Outfitters
15 more case studies currently locked

24 Customer Videos

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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 16 businesses that use Clearwater Analytics.

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

FeaturedCustomers has 1,911,004+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.