
Innovation in investment ops: Clearwater Connect 2025
Clearwater for Rated Note Feeder Funds: Explore structure, benefits, and challenges for RNF investors
The next-generation platform: bringing together powerful execution, portfolio management, data, analytics, automated workflows, and real-time multi-asset risk and transparency across the full investment lifecycle.
THE SOLUTION
Manage global portfolios with confidence — unified portfolio, order, and execution management to power your decisions.
Scale alternatives and multi-asset strategies.
Unify operations with a single security master that natively integrates the front, middle, and back offices.
Elevate data quality through network-driven data management.
Manage risk in real time across multi-asset classes.
Replace outdated legacy systems that can’t keep up.
Harness integrated GenAI throughout the investment lifecycle.
Single-instance, multi-tenant architecture means this is the last upgrade you will need. With CWAN’s cloud-native platform, enjoy seamless upgrades, accelerated innovation, and tech that scales effortlessly as your business grows.
Collaborating with our clients, we continuously expand support for execution venues, custodians, asset managers, pricing sources, and emerging asset classes. With updates to accounting standards, compliance, and regulations, you’re always one step ahead.
Dramatically improve operational efficiency and remove the need for extensive reconciliation by using a single security master for the entire investment lifecycle. Our event-driven architecture allows for an integrated solution across the entire investment lifecycle.
Leverage a powerful, extensible risk platform with robust out-of-the-box functionality to integrate your proprietary models. Gain real-time insight into exposures, cash flow, and risk — across asset classes, both public and private, and geographies — so you can act with confidence.
Systems are only as good as the data. We manage the entire data ingestion and reconciliation process, creating a powerful network effect that ensures all clients benefit from changes and have access to the best data available.
CWAN provides a modern technology foundation that easily integrates with other systems you use and keeps pace with innovation using GenAI to drive greater operational efficiency.
Global credibility
CWAN powers investment operations for extremely sophisticated firms globally.
60+
“excellent” NPS score
2,400
global clients
$10T
assets fully managed and processed
Who we serve
Everything you need to optimize investment performance — from data
aggregation and analytics to risk management and accounting.
NEXT-LEVEL
Clearwater for Rated Note Feeder Funds: Explore structure, benefits, and challenges for RNF investors
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