Clearwater Analytics Review: Is It The Right Financial Analysis Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
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Clearwater Analytics offers custom pricing plan
Overview
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What is Clearwater Analytics?
Clearwater Analytics is an advanced SaaS platform that accurately manages investment data, accounting, aggregation, and reporting. It is designed to cater to the specific needs of investment managers and accounting professionals by providing cloud-based, client-centric services. With Clearwater, businesses can easily aggregate and reconcile their clients' investment data, analyze it, and generate comprehensive reports. The software also offers customizable general ledgers and integrated reporting tools that allow teams to track performance, compliance, and risk. As a globally trusted software, Clearwater follows a quotation-based pricing model and adheres to various accounting standards such as IFRS and GAAP.
Pricing
Clearwater Analytics offers custom pricing plan
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
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Clearwater Analytics was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Clearwater Analytics
- Team types
- Large Enterprises, Medium Business
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What is the pricing of Clearwater Analytics?
Clearwater Analytics uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Clearwater Analytics Pricing Plans
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What are the features of Clearwater Analytics?
A bank reconciliation statement reconciles an entity's bank account with its financial records. The statement lists all deposits, withdrawal…
The practice of collecting and managing cash flows is known as cash management. Individuals and businesses both benefit from good cash manag…
A customer portal is a website that allows current customers to access services and information. It's usually safe and confidential, and it…
A general ledger is a financial data record-keeping system that includes debit and credit account records confirmed by a trial balance. It h…
Investor management is an essential feature in any software designed for financial management. It provides a comprehensive platform for busi…
Your firm will be able to hold funds in multiple currencies if you have a multi-currency bank account. When conducting a business across bor…
The process of keeping track of clients' orders and managing the actions required in completing them is known as order management. Accepting…
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…
Clearwater Analytics security and data handling
Key compliance certifications and security features for IT and security teams evaluating Clearwater Analytics.
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9.1
Very Good
Clearwater Analytics Support Options
Frequently Asked Questions About Clearwater Analytics
Common questions buyers ask before choosing Clearwater Analytics.
Clearwater Analytics is a Financial Analysis Software. Clearwater Analytics offers Customer Portal, Investor Management, Portfolio Management, General Ledger, Cash Management and many more functionalities.
Some top alternatives to Clearwater Analytics includes Sage Accounting (Sage One), Clear Books, Clear Analytics, Accounting Seed and AIRR.
Clearwater Analytics offers Free Trial, Quotation Based pricing models
The starting price is not disclosed by Clearwater Analytics. You can visit Clearwater Analytics pricing page to get the latest pricing.
Ready to try it?
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].