Complete, timely, and actionable investment data that’s supported by portfolio management, risk analytics, trading, and operational automation to modernize your business.
ASSET MANAGERS CHOOSE CWAN TO
Get out of spreadsheets and fragmented tools and into a single, scalable, cloud-native asset management tool that untangles complexity. Leverage built-in AI to move from insight to action instantly.
Easily manage portfolio construction and execution with operational alignment using CWAN’s AI-enabled, single-instance, multi-tenant solution.
Automatically aggregate, clean, and validate multi-source data, aligning processes from portfolio construction to client and regulatory reporting.
Structure, price, model, and build custom scenarios for complex assets, and run stress tests to manage risk and keep your investments on track.
CWAN CAPABILITIES
Take the next step with a fully integrated asset management solution that adds clarity, precision, and efficiency to your investments.
Establish a single, trusted foundation for performance, reporting, and compliance.
Automate accounting calculations to support timely, accurate, and accessible ABOR.
Attribute performance across strategies, simulate market shocks, and assess portfolio risk.
Gain real-time position and cash tracking across all investment vehicles.
Model, price, and manage complex instruments in an open, cloud-native environment.
Redefine workflows with GenAI that continuously handles reconciliation, reporting, compliance.
CWAN’s asset management solutions seamlessly integrate across the entire investment lifecycle. From initial investment strategy to performance monitoring and reporting, see how CWAN simplifies front-to-back workflows and improves data accuracy.
Whether you’re managing multi-client portfolios, improving client reporting, or optimizing fund performance, CWAN’s asset management solutions streamline operations and provide insights to drive smarter investment decisions.
Add precision to complex portfolios with front-to-back visibility, centralized data and reporting, integrated risk analytics, and automated compliance.
Elevate client reporting and portfolio insights with aggregated investment data, customizable client reporting, and streamlined workflows with a single vendor approach.
Manage diverse assets from a single dashboard with visibility across public and private investments to track complex, multi-entity structures with one accounting platform.
Optimize fund operations and risk management with full visibility into multi-asset portfolios, automated NAV calculations, and performance attribution.
Richard Gordon Controller, Prosperity Asset Management
Dirk Manelski Managing Director, Chief Technology Officer, PIMCO
Hugues Bernard Head of Technology and Transformation, Ofi Invest Asset Management
John Stecher Chief Technology Officer, Blackstone
Jeff Robertson Head of Retail Distribution, Enablement and Operations, TD Asset Management
Say goodbye to spreadsheets and fragmented legacy systems.
This post goes beyond vibe coding and shows practical ways to work with AI coding agents to produce better-engineered software products in real projects.
2025 was another year where doomsayers got it very wrong. After the new White House introduced sweeping tariffs in the spring, many pundits and economists predicted a hard landing for the economy: a melt-up in prices, due to tariffs, and a meltdown in the business environment, as companies grappled with increased costs.
The APAC insurers we spoke to say they are burdened by manual processes and legacy technology, which are hampering effective moves up the risk curve. The vast majority (85%) of respondents of our APAC Insurance Survey expect the risk profile of their investment portfolios to rise over the next two years.