Clearwater Analytics

API—OSS—FREE—DOCS3/5
CA6.0#45 of 81
outWeb—Windows—Mac—Linux—Android—iOS

Ranked in Portfolio Management Software ·No free plan on record

About

Clearwater Analytics is ranked #45 of 81 in portfolio management software on Inferse, made by Clearwater Analytics (Boise, Idaho, United States). It runs on API, Web.

Compared on portfolio management software

Performance reporting
Yescwan.com

Facts

Asset class coverage
multi_asset_alternativescwan.com · 20 Sept 2026
Risk analysis
Yescwan.com · 20 Sept 2026
What it does
Clearwater connects investment data and workflows across public and private markets in a front-to-back investment management platform.cwan.com · 5 Oct 2026
Accounting and reporting
The platform provides daily, validated, multi-basis, multi-currency investment accounting and reporting across public and private assets.cwan.com · 5 Oct 2026
Risk and performance
Its risk and performance solution combines risk intelligence and performance analytics, including cross-asset monitoring, scenario analysis, and stress testing.cwan.com · 5 Oct 2026
AI
Clearwater says its generative AI automates tasks and supports data insights and investment workflows across front-to-back teams.cwan.com · 5 Oct 2026
Integrations
The open platform supports marketplace and partner integrations, custom Python models through APIs, and connections with third-party order and portfolio management systems.cwan.com · 5 Oct 2026
Security
The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging.cwan.com · 5 Oct 2026
Cloud architecture
Clearwater describes its platform as cloud-based, single-instance, and multi-tenant, with scalability and updates managed without customer hardware or software installation.cwan.com · 5 Oct 2026
Implementation
Clearwater says its team handles data mapping, interface building, normalization, validation, and exception logic for customer configurations.cwan.com · 5 Oct 2026
Support
The support page links technical help for Clearwater, Enfusion, and Beacon products.cwan.com · 5 Oct 2026
Sales and demo
Prospective customers can contact Clearwater for product information or request a product demo.cwan.com · 5 Oct 2026
Intended customers
Clearwater identifies insurers, asset managers, hedge funds, corporations, endowments, and pension funds among the institutional investors it serves.cwan.com · 5 Oct 2026
Public pricing
The contact page directs prospective customers to request a demo and does not list product prices.cwan.com · 5 Oct 2026

Company

Founded
2004cwan.com · 28 Sept 2026
Headquarters
Boise, Idaho, United Statescwan.com · 28 Sept 2026

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Where it ranks on Inferse

Sources