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.
The need for dynamic pricing and real-time valuations are transforming energy markets. As volatility and exotic instruments rise, traders need transparent risk management and cloud-native platforms to deliver speed, scalability, and precision in today’s high-stakes environment.
APAC insurers’ appetites for private markets are set to dwarf those for public markets over the next two years, as investment teams are drawn to diversification benefits and return potential.
The Research Desk is taking a look at long rates to explore how fixed income portfolios have evolved and where they’re heading in 2026.