Clearwater Analytics
VerifiedFront to back investment management unifying trading, risk, accounting and compliance
See all screenshots - Deployment Cloud Based
- Starting price Quoted on request
- Free trial Not offered
- Best for Medium Business, Large Enterprise
What is Clearwater Analytics?
Clearwater Analytics runs a front to back investment platform covering every phase of the investment lifecycle, from decision through execution to reporting, and has grown by acquisition into a notably broad footprint.
Two acquired products now sit inside it under their own names. Beacon by Clearwater handles cross asset trading and risk management, and Enfusion by Clearwater handles unified portfolio management and order execution. Keeping the acquired names visible rather than dissolving them is a reasonable choice, since both had strong recognition in their own segments before the deals.
The lifecycle view organises the product properly. Alternatives give a unified picture of public and private assets together, which is the hard part for any fund holding both. An investment book of record maintains accurate positions, exposures and cash. Accounting and reporting supports every asset type and accounting basis, since the same holding must often be reported differently for regulatory, tax and investor purposes.
Compliance is split between pre and post trade oversight and regulatory reporting, and Clearwater Compass adds investment intelligence framed as moving from managing data to acting on it. Firm types addressed include hedge funds running fast moving strategies, asset managers, energy companies trading commodities, insurers, banks, corporate treasuries, pensions and endowments and the public sector. Pricing is not published.
Key Features of Clearwater Analytics
- Front to back investment lifecycle coverage
- Investment book of record
- Portfolio and order management
- Cross asset trading and risk via Beacon
- Unified public and private asset view
- Multi basis accounting and reporting
- Pre and post trade compliance
- Regulatory compliance reporting
- Clearwater Compass investment intelligence
- Embedded AI across workflows
Clearwater Analytics Pricing
Quoted
Quoted on request
No published rates. Quoted on assets under management, entities and modules.
Clearwater Analytics Specifications
- Deployment
- Cloud Based
- Desktop
- Web App
- Built for
- Medium Business
- Large Enterprise
- Support
- Phone
- Knowledge Base
- Public API
- Yes
- Free trial
- No
- Free plan
- No
- Runs in browser
- No
- Customisable
- No
- Website
- clearwateranalytics.com
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