Clearwater Analytics
Clearwater Analytics is a cloud-based investment management platform for institutional investors.
What Clearwater Analytics is
Clearwater Analytics is a cloud-based investment management platform for institutional investors. It connects investment data and workflows across public and private markets, supporting front-, middle-, and back-office activity such as trading, accounting, risk, and reporting. The platform provides daily, validated investment accounting and reporting across multiple bases and currencies, covering public and private assets. Investment and fund accounting are available in one platform, with IBOR and ABOR reconciled by design. Risk and performance tools include cross-asset monitoring, scenario analysis, stress testing, and performance analytics. Generative AI is described as helping automate tasks and provide data insights across investment workflows. Integrations include marketplace and partner connections, third-party order and portfolio systems, and custom Python models through APIs. Clearwater describes cloud-based, single-instance, multi-tenant deployment without customer hardware or software installation. Pricing is paid and available on request. It runs on the web and through an API.
Good
- Covers front-, middle-, and back-office workflows
- Daily multi-currency investment accounting and reporting
- Risk monitoring, scenarios, and stress testing
- API support for custom Python models
- Cloud deployment needs no customer installation
Watch out
- Pricing is available only on request
- Designed for institutional investment organizations
- Implementation involves customer-specific data configuration
Who it suits
It suits insurers, asset managers, hedge funds, banks, corporations, endowments, pension funds, and other institutional investors managing public and private assets.
Verdict
Clearwater Analytics brings investment accounting, reporting, risk, performance, and workflow connections into one cloud platform. Its scope and institutional focus make a product demonstration necessary to assess fit and pricing.
The facts
Each one read from Clearwater Analytics's own pages, with the date it was checked.
What it does
- Accounting
- Clearwater provides investment and fund accounting through one platform, with IBOR and ABOR reconciled by design.checked 5 Oct 2026
- Accounting and reporting
- The platform provides daily, validated, multi-basis, multi-currency investment accounting and reporting across public and private assets.checked 5 Oct 2026
- AI
- Clearwater says its generative AI automates tasks and supports data insights and investment workflows across front-to-back teams.checked 5 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Cloud architecture
- Clearwater describes its platform as cloud-based, single-instance, and multi-tenant, with scalability and updates managed without customer hardware or software installation.checked 5 Oct 2026
- Cloud deployment
- Clearwater describes its platform as cloud native, with no servers to manage or software to install.checked 5 Oct 2026
- Implementation
- Clearwater says its team handles data mapping, interface building, normalization, validation, and exception logic for customer configurations.checked 5 Oct 2026
- Integrations
- The open platform supports marketplace and partner integrations, custom Python models through APIs, and connections with third-party order and portfolio management systems.checked 5 Oct 2026
- Intended customers
- Clearwater identifies insurers, asset managers, hedge funds, corporations, endowments, and pension funds among the institutional investors it serves.checked 5 Oct 2026
- Investment workflows
- The platform supports front, middle, and back office workflows across trading, accounting, risk, and reporting.checked 5 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Public pricing
- The contact page directs prospective customers to request a demo and does not list product prices.checked 5 Oct 2026
- Purpose
- Clearwater is a cloud based investment management platform for institutional investors, connecting investment data across public and private markets.checked 5 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Risk and performance
- Its risk and performance solution combines risk intelligence and performance analytics, including cross-asset monitoring, scenario analysis, and stress testing.checked 5 Oct 2026
- Sales and demo
- Prospective customers can contact Clearwater for product information or request a product demo.checked 5 Oct 2026
- Scale
- The company states it serves 2,400 global clients and manages and processes $10 trillion in assets.checked 5 Oct 2026
- Security
- The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging.checked 5 Oct 2026
- Support
- The support page links technical help for Clearwater, Enfusion, and Beacon products.checked 5 Oct 2026
- Target users
- The company describes its customers as asset managers, hedge funds, banks, insurers, asset owners, and corporations.checked 5 Oct 2026
- What it does
- Clearwater connects investment data and workflows across public and private markets in a front-to-back investment management platform.checked 5 Oct 2026
The company
- Company history
- Clearwater says it was founded in 2004 and began in Boise, Idaho.checked 5 Oct 2026
- Founded
- 2004checked 28 Sep 2026
- Headquarters
- Boise, Idaho, United Stateschecked 28 Sep 2026
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