Clearwater Analytics vs FinFolio
Clearwater Analytics
cwan.comFinFolio
finfolio.comSide by side
| Figure | Clearwater Analytics | FinFolio |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 0 | 0 |
| Spec score · Investment Accounting Software | 7.5 (#17) | 7.6 (#12) |
| Spec score · Portfolio Management Software | 7.5 (#59) | 7.7 (#47) |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Founded | 2004 | FinFolio says it has made portfolio management and trading software since 2008. |
| Headquarters | Boise, Idaho, United States | FinFolio describes itself as centrally located in Denver, Colorado. |
| Integrations | The open platform supports marketplace and partner integrations, custom Python models through APIs, and connections with third-party order and portfolio management systems. | The integrations page lists providers including Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. |
| Performance reporting | Yes | Yes |
| Purpose | Clearwater is a cloud based investment management platform for institutional investors, connecting investment data across public and private markets. | FinFolio makes portfolio management software for investment advisors and professional wealth managers. |
| Risk analysis | Yes | Yes |
| Security | The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging. | FinFolio describes segmented logins that restrict data by branch or user and says it uses Microsoft Active Directory for security. |
| Support | The support page links technical help for Clearwater, Enfusion, and Beacon products. | The product page describes a support team, weekly webinars, in-app walkthroughs and on-site training for larger installations. |
In their own words
Clearwater Analytics
Clearwater Analytics has no write-up on Specifiction yet; its figures are above.
FinFolio
FinFolio is portfolio management software for investment advisors and professional wealth managers. Its platform combines multi-currency portfolio accounting, reporting, rebalancing, trading, billing, a mobile-ready client portal, and other back-office functions. The accounting engine calculates cost, performance, and other financial metrics; users can also analyze allocation and risk and track tax lots. Reports can carry a firm's logo and graphics, while dashboards support practice management. Rebalancing accommodates model-of-models, classifications, UMA, and SMA strategies, with tax-sensitive trading that considers account type, holding country, and unrealized gains or losses. Order management covers FIX-enabled order placement, execution, allocation, and trade processing. Firms can host the software themselves or use hosted deployment, and white-label it with their branding. A documented REST API supports data access, rebalancing, reporting, and imports. Integrations include Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. Pricing is on request, and the homepage offers a trial login for prospective users.