CWAN’s cloud-native, single-instance, multi-tenant architecture supports every part of the investment lifecycle, from pre-trade checks to client reporting.
Front office
Order and Execution Management System (OEMS)
Managing orders and finding liquidity across multiple asset classes while ensuring real-time visibility and compliance is complex and requires modern trading tools.
How CWAN helps
CWAN’s platform integrates order management with real-time data analytics, full multi-asset class capabilities, and access to global liquidity sources, facilitating seamless trade execution.
Portfolio management system (PMS)
Portfolio optimization is nearly impossible without a centralized way to view, analyze, and manage your entire portfolio, including alternative and private assets.
How CWAN helps
CWAN delivers a portfolio management system that integrates real-time data, automates portfolio rebalancing, and provides advanced analytics for informed decision-making and portfolio optimization.
Investment book of record (IBOR)
Understanding trade data across all investment vehicles is critical to portfolio managers but incredibly difficult for fragmented solutions to deliver.
How CWAN helps
CWAN’s IBOR keeps portfolio managers in sync with flexible, real-time views of multi-asset portfolios, positions, cash, and exposures from a single, unified dataset.
Portfolio rebalancing
Rebalancing portfolios without robust automation is a daily activity that becomes time-consuming and opens you up to errors and compliance violations.
How CWAN helps
CWAN’s multi-asset portfolio rebalancing tools support scenario modeling, rebalancing to benchmarks and risk, and rule-based execution, allowing institutional investors to maintain target allocations effortlessly.
Liquidity and connectivity
Finding and accessing liquidity to optimize trading activities is critical to minimizing trade friction and costs.
How CWAN helps
CWAN connects directly to all major sources of liquidity across asset classes and supports the full post-trade lifecycle to ensure seamless data aggregation, reconciliation, and back-office reporting.
Pre-trade compliance
Ensuring trades comply with investment guidelines and regulatory requirements before execution is a critical but often complex process.
How CWAN helps
CWAN automates pre-trade compliance checks with built-in regulatory rule sets, validation at order creation, collaborative workflows, and alerting, reducing risk and ensuring compliance with investor, firm, and regulatory requirements.
Structured product and derivatives workflow
Managing structured products and derivatives involves complex trade capture, position modeling, data processing, valuation challenges, and regulatory reporting demands.
How CWAN helps
CWAN simplifies structured product and derivatives workflows with built-for-purpose trading tools, automated pricing, risk analytics, and integrated reporting, reducing operational overhead.
Pre-trade risk for alternatives
Assessing risk exposure for alternative investments before trade execution is often limited by fragmented data and a lack of real-time visibility.
How CWAN helps
CWAN enhances pre-trade risk management for alternatives with real-time exposure analysis, scenario modeling, and integrated compliance checks.
Middle office
Market and custodian connectivity
Inefficient custodian alignment and reconciliations can create delays and data issues across the investment lifecycle.
How CWAN helps
CWAN ensures seamless connectivity with global markets and custodians, managing data aggregation, reconciliation, and reporting.
Data integration, aggregation, and reconciliation
Disparate data sources and manual reconciliation processes lead to inefficiencies and increase the risk of reporting errors.
How CWAN helps
CWAN automates data integration, aggregation, and reconciliation, ensuring accuracy, transparency, and a single source of truth across investment operations.
Performance attribution
Accurately attributing performance across alternative assets and derivatives is difficult due to the complexity of calculations and data availability.
How CWAN helps
CWAN provides robust performance attribution tools that analyze risk-adjusted returns, factor contributions, and attribution effects across all asset classes.
Data management
Fragmented data sources and manual processes lead to inconsistencies, reconciliation challenges, and reporting errors.
How CWAN helps
CWAN centralizes investment data management with automated aggregation, validation, and real-time updates — providing a single, accurate source of truth for all investment operations.
Post-trade compliance
Monitoring post-trade compliance across regulatory frameworks and internal policies is a time-consuming and high-risk process.
How CWAN helps
CWAN automates post-trade compliance with clean reconciled data, regulatory and client rule sets, audit-ready reporting, and workflows to automate any exception management.
Post-trade risk
Assessing and managing risk after trade execution requires timely insights and comprehensive exposure analysis.
How CWAN helps
CWAN’s built-in post-trade risk monitoring and stress testing help firms manage portfolio and firm exposures effectively.
Back office
Multi-GAAP solutions
Maintaining financial statements across multiple accounting standards (GAAP, IFRS, statutory) can be complex and error-prone.
How CWAN helps
CWAN automates multi-GAAP accounting and ensures accuracy across all financial frameworks via timely ledger adjustments, parallel reporting, and seamless reconciliation.
Insurance regulatory reporting
Keeping up with evolving regulatory requirements and generating timely, audit-ready reports is a resource-intensive process.
How CWAN helps
CWAN streamlines investment regulatory reporting with built-in compliance capabilities to satisfy NAIC, Solvency II, ESG, and other global regulations.
Core accounting and accounting book of record (ABOR)
Investment accounting requires a reliable, reconciled source of truth to ensure accurate financial reporting and compliance.
How CWAN helps
CWAN’s ABOR delivers fully automated accounting processes, reconciliation, and multi-basis reporting to support regulatory and financial reporting needs.
Client reporting
Producing accurate, timely, and customized reports for clients requires extensive manual effort and data consolidation.
How CWAN helps
CWAN automates client reporting with dynamic dashboards, multi-format report generation, GenAI Agent-based conversational query of data, and real-time data integration.
One platform.
No handoffs. No data gaps.
CWAN helps asset managers, asset owners, hedge funds, and insurance companies operate faster and more confidently with connected capabilities and unified, reliable data that’s always up to date.
Support every investment workflow.
Explore how CWAN connects the tools and teams that drive performance, compliance, and reporting.