BANK INVESTMENT MANAGEMENT PLATFORM
Integrate existing systems and data sources for timely risk assessment and portfolio analysis to respond faster to dynamic markets.
BANKS CHOOSE CWAN TO
Get out of spreadsheets and legacy systems and into a scalable risk analysis and portfolio management solution that operates at the speed of the market.
Structure, price, and model standard and customized instruments, and calculate risks in real time with standard and proprietary analytics.
Leverage a modern, extensible platform with a broad array of connectors and interfaces to connect data and workflows into a powerful whole.
Confidently move into new markets, manage multiple strategies, and track investment liquidity with a centralized cross-asset view.
CWAN CAPABILITIES
Spend less time on infrastructure and manual processes and generate better insights and a clearer view of risks and exposures across asset types, portfolios, and markets.
Unify investment data from multiple custodians and systems to ensure accurate tracking, validation, and control.
Automate accounting and regulatory reporting with built-in validation, role-based workflows, and flexible output formats.
Simplify data aggregation, performance tracking, and reporting for private equity, real assets, and hedge funds.
Automate accounting workflows and generate audit-ready reports for Basel III, IFRS 9, and more.
Real-time analytics, cross-asset support, and extensive data integrations simplify investment workflows and operational efficiency for front-, middle-, and back-office teams.
Managing Director, SMBC Capital Markets
David Dawson Executive Director, Co-Head Systematic Institutional Banking & Markets, Commonwealth Bank of Australia
Jeff Robertson Head of Retail Distribution, Enablement and Operations, TD Asset Management
Enhance visibility and timeliness of risks and exposures with a trusted bank investment management platform.
With the recent award win for IFRS 9 Solution Provider of the Year, Clearwater has further established itself as the premier solution for regulatory reporting and compliance. For the past several years, Clearwater has provided industry expertise to businesses affected by IFRS 9. Now, Clearwater is being recognized for its standout service in the industry.
Does your risk management system help you move at the speed of markets with a comprehensive view of your portfolio?
Our clients don’t often have the option to deploy software into a greenfield environment. So we make it easy for them to augment their current capabilities with Beacon. We outline 3 different ways to use Beacon to deliver new features, applications, and critical data to your traders and risk managers.