Clearwater by Clearwater Analytics

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


  • Accurate and Timely Investment Data 
  • Streamlined Investment Accounting 
  • Investment Analytics & Compliance Monitoring
  • Outstanding Customer Service 
  • Automated, Easy-to-Use Solution