---
description: Review of Clearwater Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Clearwater | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Accounting Software](/directory/4220/accounting/software) > [Clearwater](/software/122329/clearwater)

# Clearwater

Canonical: https://www.softwareadvice.co.nz/software/122329/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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Clearwater Analytics
- **Founded**: 2004

## Commercial Context

- **Pricing model**: Per User
- **Pricing Details**: Contact Clearwater for pricing details.
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Accounting
- Audit Trail
- Bank Reconciliation
- Benchmarking
- Bonds/Stocks
- Budgeting/Forecasting
- Client Management
- Client Portal
- Commodity Futures
- Compliance Tracking
- Consolidation/Roll-Up
- Dashboard
- Document Storage
- Fee Management
- Financial Reporting
- Fund Management
- General Ledger
- Income & Balance Sheet
- Investments Tracking
- Multi-Currency

## Category

- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)

## Related Categories

- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)
- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)
- [Insurance Accounting Software](https://www.softwareadvice.co.nz/directory/301/insurance-software/software)
- [Online Accounting Software](https://www.softwareadvice.co.nz/directory/348/online-accounting-software/software)
- [Accounting Software for Small Business](https://www.softwareadvice.co.nz/directory/506/small-business/software)

## Alternatives

1. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2041 reviews)
2. [Zoho Books](https://www.softwareadvice.co.nz/software/392386/zoho-books) — 4.4/5 (672 reviews)
3. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1306 reviews)
4. [Zoho Invoice](https://www.softwareadvice.co.nz/software/435103/zoho-invoice) — 4.7/5 (823 reviews)
5. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20639 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/122329/clearwater)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/accounting/clearwater-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/122329/clearwater> |
| en-GB | <https://www.softwareadvice.co.uk/software/122329/clearwater> |
| en-IE | <https://www.softwareadvice.ie/software/122329/clearwater> |
| en-NZ | <https://www.softwareadvice.co.nz/software/122329/clearwater> |

-----

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