The world’s most trusted and accurate investment accounting and reporting software

More than 1,000 organizations trust Clearwater Analytics to deliver timely, accurate, and comprehensive investment accounting and reporting on over $7.3T in assets daily.

Seamless investment data aggregation, validation, and reconciliation.

Efficiently scale your investment strategy, diversify asset classes, and improve your data management processes.

• Integrated with downstream systems to provide clean data to all your investment accounting processes
• Fully validated and reconciled data each day means you can make confident decisions
• Daily audit-quality data enables you to close the books faster

Configurable investment reporting software for your needs.

Toggle between high-level and in-depth portfolio views for your portfolio book-of-record accounting, compliance monitoring, performance metrics, and risk analytics.

• Monitor trends, measure performance, and track critical investment information
• Quickly customize your reports by adding, removing, sorting, grouping, and filtering over 4,500 columns
• Create and share custom reports and dashboards with team members easily

Confident decision-making with accurate data that is reconciled daily.

View outstanding data issues in real-time, monitor compliance, and track your portfolio exposure at the click of a button.

• Fully repeatable and traceable data set brings confidence in your data
• Investment accounting reporting at the security or lot level in any basis, provides you with the transparency you need
• Timely book-of-record accounting and efficient month-end close process