Manage public and private assets in the cloud.

Connect investment workflows

Easily manage portfolio construction and execution with operational alignment using CWAN’s AI-enabled, single-instance, multi-tenant solution.

Ensure accurate data intake

Automatically aggregate, clean, and validate multi-source data, aligning processes from portfolio construction to client and regulatory reporting.

Proactively manage risk

Structure, price, model, and build custom scenarios for complex assets, and run stress tests to manage risk and keep your investments on track.

Daily validated data

Establish a single, trusted foundation for performance, reporting, and compliance.

Complex accounting made easy

Automate accounting calculations to support timely, accurate, and accessible ABOR.

Performance optimization

Attribute performance across strategies, simulate market shocks, and assess portfolio risk.

Real-time order visibility

Gain real-time position and cash tracking across all investment vehicles.

Alternative asset management

Model, price, and manage complex instruments in an open, cloud-native environment.

OCIOs

Add precision to complex portfolios with front-to-back visibility, centralized data and reporting, integrated risk analytics, and automated compliance.

Wealth managers

Elevate client reporting and portfolio insights with aggregated investment data, customizable client reporting, and streamlined workflows with a single vendor approach.

Family offices

Manage diverse assets from a single dashboard with visibility across public and private investments to track complex, multi-entity structures with one accounting platform.

Fund managers

Optimize fund operations and risk management with full visibility into multi-asset portfolios, automated NAV calculations, and performance attribution.