Product Description

About this Product

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Clearwater's SaaS, Cloud native technology provides partner firms with:

  • Daily reconciled values, aggregated across all custodians and other sources
  • Accurate and intuitive performance, revenue, and composite management tools
  • Configurable client portal and pixel perfect statements

About Clearwater Analytics

Clearwater is committed to its client's success - the same you are to your clients. This alignment allows our partner firms to grow with us, ensuring focus on delighting current clients and also winning new business in the increasingly competitive market place. Clearwater's mutli-asset class platform supports the needs of managers of all types, and can be configured for equity-only firms as effectively as alternative asset managers. With over 1,000 clients and $5.6 Trillion in assets, Clearwater enables you to run your business, manage costs, and importantly, drive a differentiated client experience. Clearwater is based in Boise, Idaho, with office around the globe to service our clients. We were recently named Best Client Reporting Solution (FTF -2021) and Best Cloud-Based Back/Middle Office Solution (FiOps - 2021). Clearwater is publicly traded on the NYSE (Ticker: CWAN).

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Data Aggregator, Portfolio Management, Reporting
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Integration Capabilities

Daily Data Files
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Serving RIAs Since

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Discount for Schwab Clients?



API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.