Clearwater 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Clearwater

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Pricing

Pricing available upon request

About Clearwater

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.

Clearwater Screenshots

Clearwater Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

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Clearwater Features

Popular features found in Accounting
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Fund Accounting
Income & Balance Sheet
Multi-Currency
Payroll Management
Project Accounting
Purchase Order Management
Tax Management
More features of Clearwater
Accounting
Audit Trail
Bank Reconciliation
Benchmarking
Bonds/Stocks
Client Management
Client Portal
Commodity Futures
Compliance Tracking
Consolidation/Roll-Up
Dashboard
Document Storage
Fee Management
Financial Reporting
Fund Management
General Ledger
Investments Tracking
Performance Metrics
Risk Management
Transaction Management