--- title: Clearwater Analytics Reviews meta_title: 'Clearwater Analytics Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Clearwater Analytics works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 2 scale: '5' date_modified: '2026-06-30' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Clearwater Analytics Reviews **Vendor:** Clearwater Analytics **Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics) **Average Rating:** 4.5/5.0 **Total Reviews:** 2 ## About Clearwater Analytics Clearwater Analytics is a global industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, compliance, risk, performance and reporting. Each day, the Clearwater solution reports on more than $7.3 trillion in assets for clients that include leading insurers, asset managers, corporations, pension plans, governments, and nonprofit organizations – helping them make the most of their investment portfolio data with a world-class product and client-centric servicing. Investment professionals around the globe trust Clearwater to deliver timely, validated investment data and analytics. ## Clearwater Analytics Pros & Cons **What users like:** - Users commend the **outstanding customer support** team for their expertise and effective communication during reconciliations. (1 reviews) - Users commend Clearwater Analytics for its **exceptional data accuracy** , facilitated by a skilled and communicative reconciliation team. (1 reviews) - Users commend Clearwater Analytics for its **efficient reconciliation process** , characterized by defined workflows and skilled resources. (1 reviews) - Users praise the **outstanding reconciliation team** for their skilled resources and effective communication during projects. (1 reviews) - Users praise the **outstanding research support** of Clearwater Analytics, highlighting effective workflows and skilled resources. (1 reviews) - Speed (1 reviews) - Tracking (1 reviews) ## Clearwater Analytics Reviews ### 1. Excellent for annual reconciliations **Rating:** 4.0/5.0 stars **Reviewed by:** Mohit K. | Data Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2024 **What do you like best about Clearwater Analytics?** Their team which handles reconciliation is outstanding. Have worked with them in one of the project reconciliations: 1. Workflow was very well defined. 2. Cross team communication was at par. 3. Resources are very skilled and experienced 4. Timelines were met and hurdles accordingly and the tech stack required was redially available. **What do you dislike about Clearwater Analytics?** Although thry are trying and also gradually improving on setting up big tech company culture but it seems the upper management is focused more on international setups rather than in india **What problems is Clearwater Analytics solving and how is that benefiting you?** We are facing a problem in recovery of crucial accounting data lost due to a security breach on the server. CWA teams helped tremendously in recovery and recreating the lost voucher series as well as integrating them back . ### 2. A good trusted investment acc. Software. **Rating:** 5.0/5.0 stars **Reviewed by:** rutika a. | Budget analyst, marketing specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2022 **What do you like best about Clearwater Analytics?** It reduce manual workload, close the books sooner and allocate more items to meaningful analysis using daily aggregate data. **What do you dislike about Clearwater Analytics?** It isn't compensated fairle, but i have yet to experience clearwater. There are lot of new personnel I guess that are still learning the business. **What problems is Clearwater Analytics solving and how is that benefiting you?** It reduce my workload, earlier I do many things manually. So it reduced workforce and ultimately the extra expenses. It helps me to take good decision across my investments. ## Clearwater Analytics Discussions - [What is Clearwater Analytics used for?](https://www.g2.com/discussions/what-is-clearwater-analytics-used-for) - [View Clearwater Analytics pricing details and edition comparison](https://www.g2.com/products/clearwater-analytics/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-03+21%3A07%3A08+-0500&secure%5Bsession_id%5D=21b13fce-b0a1-434d-979c-578230a7ecaf&secure%5Btoken%5D=35d8281a8a2b21d3f7cb66d82c92f94a3b93b419fadbe3e6bd1e126b7fe9fcdd&format=llm_user) ## Clearwater Analytics Features **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Compliance - Customizable Reporting **Platform Additional Functionality** - Dashboard - Cloud **Platform Additional Functionality** - Cloud - Multi-Currency - Global-Asset - Integrated General Ledger **Integration** - Data aggregation - Accounting Integration - Risk Management **Platform Content** - Automation - Content Library **Platform Content** - Automation **Platform Data** - Visualization **Platform Data** - Dashboard **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform Interoperability** - API **Platform Interoperability** - Pre-Built Connectors **Platform Performance** - Reporting **Platform Performance** - Reporting **Agentic AI - Financial Analytics** - Proactive Assistance ## Top Clearwater Analytics Alternatives - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (423 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (547 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)