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Clearwater Analytics

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Front to back investment management unifying trading, risk, accounting and compliance

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  • 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
  • Email
  • Phone
  • Knowledge Base
Public API
Yes
Free trial
No
Free plan
No
Runs in browser
No
Customisable
No

Clearwater Analytics Screenshots

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Clearwater Analytics FAQs

Clearwater does not publish pricing. Investment management platforms are quoted on assets under management, entity count and the modules selected.

Acquired products that keep their own names inside the platform. Beacon by Clearwater covers cross asset trading and risk management, Enfusion by Clearwater covers unified portfolio management and order execution.

Yes, the alternatives capability is built to give a unified view of public and private assets together, which is the difficult part for any fund holding both.

A single authoritative record of positions, exposures and cash. Clearwater maintains it so every downstream function works from the same accurate view rather than reconciling separate versions.

Hedge funds running fast moving strategies, asset managers, energy trading companies, insurers, banks, corporate treasuries, pensions and endowments, asset owners and the public sector.