Manage liquidity, analyze performance, and report on all your investments with CWAN’s front-to-back solution.
CORPORATES CHOOSE CWAN TO
Gain a singular, transparent view into all of your portfolios, giving you complete control and allowing your team to focus on new growth opportunities.
CWAN builds and maintains hundreds of connections to various data sources, giving you a centralized system for back-office and security master data, no matter your investment strategy.
CWAN automatically reconciles cash, positions, and transactions daily between various sources, delivering consistency across your operation and more efficient audits and reporting.
In just two clicks, provide out-of-the-box reports that stakeholders can easily drill into for in-depth portfolio analysis and informed decision-making.
CWAN CAPABILITIES
See all of your portfolio holdings together, enhance performance management, and generate additional returns while managing your liquidity needs. Leverage built-in AI to move from insight to action instantly.
Seamlessly connect with hundreds of banks, custodians, and asset managers to pull clean, validated data into your system every day.
Manage complex portfolios spanning cash, fixed income, equities, and alternatives — across multiple currencies — with a single platform.
Drill into transactions, performance, and exposures in real time via robust, customizable dashboards.
Create tailored reporting packages for treasury leaders, CFOs, or audit teams — delivered in the formats and frequencies they need.
Over 70% of corporates choose CWAN for their investment accounting and reporting needs. Whether you have just gone public or have billions in assets under management – and whether your strategy includes cash, debt, or complex structures like multi-asset strategies – let us do the heavy lifting for you.
Tina Gullotta Director of Treasury, Atara Biotherapeutics
Brandon Hillstead Investment Manager, Autodesk
Director of Finance, Garmin
Brian King Treasurer, Intuitive Surgical, Inc.
Kyle Breidenstine VP, Finance & Controller, PepGen
Brian Montague Treasury Director, Urban Outfitters
Get a singular, transparent view into all your accounts, allowing you to focus on new opportunities without needing a larger treasury team.
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