Ratings and Reviews 3 Ratings
Ratings and Reviews 0 Ratings
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            What is Clearwater Analytics (CWAN)?
                CWAN (Clearwater Analytics) is a comprehensive, AI-enhanced investment management platform built to unify data, workflows, and decision-making across the financial enterprise. Designed for institutional investors, it connects the front, middle, and back offices through a single-instance, multi-tenant cloud architecture—eliminating manual reconciliation and fragmented systems. The platform provides an end-to-end view of portfolios, encompassing execution, order management, accounting, compliance, and performance analytics. With GenAI integration, CWAN empowers firms to automate portfolio monitoring, identify investment opportunities, and align strategies with evolving risk profiles. Its robust data management framework ensures that every asset, transaction, and valuation is accurate, transparent, and instantly accessible. Users can model and manage complex, multi-asset portfolios in real time, gaining actionable insights across geographies and asset classes. The platform also offers built-in support for evolving regulatory standards such as NAIC and Solvency II, ensuring smooth compliance for insurers and asset managers. CWAN’s open architecture and API-driven integrations enable seamless connectivity to external trading, CRM, and analytics tools. With a global client base exceeding 2,400 organizations and more than $10 trillion in assets under management, CWAN stands as a trusted leader in investment operations modernization. Its mission is simple yet transformative—to deliver clarity, scalability, and speed in every decision financial leaders make.
            
        
            Integrations Supported
            
                
    Microsoft Excel
            
            
        
        
    
        
        
            
                
    QuickBooks Online
            
            
        
        
    
        
        
            
                
    QuickBooks Online Advanced
            
            
        
        
    
        
        
            
                
    TallyPrime
            
            
        
        
    
        
        
            
                
    Teamstack
            
            
        
        
    
        
        
            
                
    Xero
            
            
        
        
    
                
            Integrations Supported
            
                
    Microsoft Excel
            
            
        
        
    
        
        
            
                
    QuickBooks Online
            
            
        
        
    
        
        
            
                
    QuickBooks Online Advanced
            
            
        
        
    
        
        
            
                
    TallyPrime
            
            
        
        
    
        
        
            
                
    Teamstack
            
            
        
        
    
        
        
            
                
    Xero
            
            
        
        
    
                
            API Availability
            
                Has API
            
            
        
        
    
                API Availability
            
                Has API
            
            
        
        
    
                Pricing Information
        Pricing not provided.
        
        
    
    
    
        
        
            
                Free Trial Offered?
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Pricing Information
        Pricing not provided.
        
        
    
    
    
        
        
            
                Free Trial Offered?
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Supported Platforms
            
                SaaS
            
            
        
        
    
        
        
            
                Android
            
            
        
        
    
        
        
            
                iPhone
            
            
        
        
    
        
        
            
                iPad
            
            
        
        
    
        
        
            
                Windows
            
            
        
        
    
        
        
            
                Mac
            
            
        
        
    
        
        
            
                On-Prem
            
            
        
        
    
        
        
            
                Chromebook
            
            
        
        
    
        
        
            
                Linux
            
            
        
        
    
                Supported Platforms
            
                SaaS
            
            
        
        
    
        
        
            
                Android
            
            
        
        
    
        
        
            
                iPhone
            
            
        
        
    
        
        
            
                iPad
            
            
        
        
    
        
        
            
                Windows
            
            
        
        
    
        
        
            
                Mac
            
            
        
        
    
        
        
            
                On-Prem
            
            
        
        
    
        
        
            
                Chromebook
            
            
        
        
    
        
        
            
                Linux
            
            
        
        
    
                Customer Service / Support
            
                Standard Support
            
            
        
        
    
        
        
            
                24 Hour Support
            
            
        
        
    
        
        
            
                Web-Based Support
            
            
        
        
    
                Customer Service / Support
            
                Standard Support
            
            
        
        
    
        
        
            
                24 Hour Support
            
            
        
        
    
        
        
            
                Web-Based Support
            
            
        
        
    
                Training Options
            
                Documentation Hub
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Online Training
            
            
        
        
    
        
        
            
                On-Site Training
            
            
        
        
    
                Training Options
            
                Documentation Hub
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Online Training
            
            
        
        
    
        
        
            
                On-Site Training
            
            
        
        
    
                Company Facts
Organization Name
Beyond Square Solutions
Date Founded
2010
Company Location
India
Company Website
finalyzer.ai
Company Facts
Organization Name
Clearwater Analytics (CWAN)
Date Founded
2004
Company Location
United States
Company Website
cwan.com
Categories and Features
Accounting
                                        Accounts Payable
                                        
                                    
                                    
                                    
                                        Accounts Receivable
                                        
                                    
                                    
                                    
                                        Bank Reconciliation
                                        
                                    
                                    
                                    
                                        Billing & Invoicing
                                        
                                    
                                    
                                    
                                        CPA Firms
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Cryptocurrency Support
                                        
                                    
                                    
                                    
                                        Expense Tracking
                                        
                                    
                                    
                                    
                                        Fixed Asset Management
                                        
                                    
                                    
                                    
                                        Fund Accounting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Government
                                        
                                    
                                    
                                    
                                        Multi-Currency
                                        
                                    
                                    
                                    
                                        Nonprofits
                                        
                                    
                                    
                                    
                                        Payroll Management
                                        
                                    
                                    
                                    
                                        Project Accounting
                                        
                                    
                                    
                                    
                                        Purchase Orders
                                        
                                    
                                    
                                    
                                        Tax Management
                                        
                                    
                            
                        Business Intelligence
                                        Ad Hoc Reports
                                        
                                    
                                    
                                    
                                        Benchmarking
                                        
                                    
                                    
                                    
                                        Budgeting & Forecasting
                                        
                                    
                                    
                                    
                                        Dashboard
                                        
                                    
                                    
                                    
                                        Data Analysis
                                        
                                    
                                    
                                    
                                        Key Performance Indicators
                                        
                                    
                                    
                                    
                                        Natural Language Generation (NLG)
                                        
                                    
                                    
                                    
                                        Performance Metrics
                                        
                                    
                                    
                                    
                                        Predictive Analytics
                                        
                                    
                                    
                                    
                                        Profitability Analysis
                                        
                                    
                                    
                                    
                                        Strategic Planning
                                        
                                    
                                    
                                    
                                        Trend / Problem Indicators
                                        
                                    
                                    
                                    
                                        Visual Analytics
                                        
                                    
                            
                        Financial Management
                                        Budgeting & Forecasting
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Consolidation / Roll-Up
                                        
                                    
                                    
                                    
                                        Currency Management
                                        
                                    
                                    
                                    
                                        Financial Reporting
                                        
                                    
                                    
                                    
                                        Investment Management
                                        
                                    
                                    
                                    
                                        Project Management
                                        
                                    
                                    
                                    
                                        Revenue Recognition
                                        
                                    
                                    
                                    
                                        Risk Management
                                        
                                    
                                    
                                    
                                        Tax Management
                                        
                                    
                            
                        Financial Reporting
                                        "What If" Scenarios
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Balance Sheet
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Consolidation / Roll-Up
                                        
                                    
                                    
                                    
                                        Forecasting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Income Statements
                                        
                                    
                                    
                                    
                                        Multi-Company
                                        
                                    
                                    
                                    
                                        Multi-Department / Project 
                                        
                                    
                                    
                                    
                                        Profit / Loss Statement
                                        
                                    
                            
                        Categories and Features
Accounting
                                        Accounts Payable
                                        
                                    
                                    
                                    
                                        Accounts Receivable
                                        
                                    
                                    
                                    
                                        Bank Reconciliation
                                        
                                    
                                    
                                    
                                        Billing & Invoicing
                                        
                                    
                                    
                                    
                                        CPA Firms
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Cryptocurrency Support
                                        
                                    
                                    
                                    
                                        Expense Tracking
                                        
                                    
                                    
                                    
                                        Fixed Asset Management
                                        
                                    
                                    
                                    
                                        Fund Accounting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Government
                                        
                                    
                                    
                                    
                                        Multi-Currency
                                        
                                    
                                    
                                    
                                        Nonprofits
                                        
                                    
                                    
                                    
                                        Payroll Management
                                        
                                    
                                    
                                    
                                        Project Accounting
                                        
                                    
                                    
                                    
                                        Purchase Orders
                                        
                                    
                                    
                                    
                                        Tax Management
                                        
                                    
                            
                        Financial Reporting
                                        "What If" Scenarios
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Balance Sheet
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Consolidation / Roll-Up
                                        
                                    
                                    
                                    
                                        Forecasting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Income Statements
                                        
                                    
                                    
                                    
                                        Multi-Company
                                        
                                    
                                    
                                    
                                        Multi-Department / Project 
                                        
                                    
                                    
                                    
                                        Profit / Loss Statement
                                        
                                    
                            
                        Investment Management
                                        Accounting Management
                                        
                                    
                                    
                                    
                                        Benchmarking
                                        
                                    
                                    
                                    
                                        Bonds / Stocks
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Commodities
                                        
                                    
                                    
                                    
                                        Compliance Reporting
                                        
                                    
                                    
                                    
                                        Data Import / Export
                                        
                                    
                                    
                                    
                                        For Investment Advisors
                                        
                                    
                                    
                                    
                                        For Investors & Traders
                                        
                                    
                                    
                                    
                                        Fund Management
                                        
                                    
                                    
                                    
                                        Modeling & Simulation
                                        
                                    
                                    
                                    
                                        Payroll & Commissions
                                        
                                    
                                    
                                    
                                        Performance Metrics
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                                    
                                    
                                        Risk Management
                                        
                                    
                            
                         
         
         
         
         
        