Clearwater 2026: Benefits, Features & Pricing

Clearwater is an accounting solution designed to help treasury or accounting professionals and investment managers collect, validate, reconcile and analyze clients’ investment data. Administrators can automatically collect information from custodian banks, brokers and third-party security masters on a unified interface.

It offers customizable general ledgers, allowing managers to report investment-related data based on various accounting standards including generally accepted accounting principles (GAAP) and international financial reporting standards (IFRS). Clearwater provides integrated reporting tools that enable teams to monitor compliance, measure performance and analyze risks across investment policies. Additionally, the solution lets investment managers analyze historical trends to forecast cash flow and process period-end statements using the client portal.

Clearwater provides a composite management tool, enabling operators to centralize document storage and track account-related notes during audits. Pricing is available on request and support is extended via phone, email and online inquiry form.