Abrigo TPG Software vs Clearwater Analytics
Abrigo TPG Software
abrigo.com
Clearwater Analytics
cwan.comSide by side
| Figure | Abrigo TPG Software | Clearwater Analytics |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Self-hosted | Yes | — |
| Plans published | 0 | 0 |
| Spec score · Investment Accounting Software | 7.8 (#8) | 7.5 (#17) |
| Headquarters | Austin, Texas, United States | Boise, Idaho, United States |
| Integrations | Listed market data and analytics integrations include Bloomberg, ICE, JPMorgan Pricing Direct, Yield Book, Intex, ZM Financial Systems, and R2Metrics. | The open platform supports marketplace and partner integrations, custom Python models through APIs, and connections with third-party order and portfolio management systems. |
| Purpose | Abrigo TPG streamlines investment accounting, management, reporting, and compliance for banks, credit unions, and other organizations. | Clearwater is a cloud based investment management platform for institutional investors, connecting investment data across public and private markets. |
| Security | Abrigo says its information security program aligns with FFIEC guidelines, hosted clients receive ongoing system and security monitoring, and its architecture uses layered protections. | The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging. |
| Support | Abrigo lists a dedicated TPG Portfolio Genius support number: (713) 974-1375, option 2. | The support page links technical help for Clearwater, Enfusion, and Beacon products. |
In their own words
Abrigo TPG Software
Abrigo TPG Software is investment accounting and portfolio management software for financial institutions. It handles fixed-income assets and liabilities, including money markets, bonds, mortgage-backed securities and structured notes, with accounting, analysis, reporting and compliance reporting. Users can enter trades manually or import spreadsheets, then view holdings, positions and exposures in real time. Supported derivatives include interest-rate swaps, swaptions, options, forwards and futures with industry-compliant calculations. Deployment is cloud-hosted or on-premises. Optional ePortfolio gives clients online transaction entry, pledge updates and reporting. Listed integrations include Bloomberg, ICE, JPMorgan Pricing Direct, Yield Book, Intex, ZM Financial Systems and R2Metrics, plus custodial, general-ledger, ALM, DTCC, warehouse and access-management interfaces. Reports can be filtered, date-parameterized, batched, consolidated or customized through Report Manager and Crystal Reports. Configurable access and auditing controls are listed. Abrigo cites FFIEC alignment, SOC 1 Type 2 and SOC 2 Type 2 documentation, and backup replication across redundant facilities. Pricing is on request.
Clearwater Analytics
Clearwater Analytics has no write-up on Specifiction yet; its figures are above.