CLOUD-BASED INVESTMENT MANAGEMENT PLATFORM
CWAN connects and consolidates investment data across public and private markets and gives decision-makers immediate insights without manual data gathering or reconciliation delays.
CWAN’s cloud-based investment management platform is built on a single-instance, multi-tenant foundation that’s designed to support front-to-back investment operations.
That means instant scalability, zero-downtime updates, and no more hardware constraints. Spin up new portfolios, launch new strategies, and absorb market volatility — without overhauling your stack.
Operate on the same core version. Every enhancement, fix, and innovation works for all immediately, without patchwork or delays.
Control your environment without building or maintaining it. Multi-tenancy means a lower total cost of ownership and faster deployments.
Built for the cloud from day one. Scale up or down with no servers to manage or software to install.
One system for all teams with clean, reconciled data, ensuring accuracy from accounting to reporting.
CWAN maintains a centralized security master across all asset classes, eliminating duplication and ensuring consistency across portfolios, reports, and systems.
All your investment data — transactions, positions, performance, risk metrics, and reference data — flows through a unified architecture. Everyone sees the same data, in real time, with no batch processes or handoffs.
CWAN delivers both investment and fund accounting from one cloud-native platform. IBOR and ABOR are reconciled by design, not by workaround.
Generative AI automates tasks and augments data insights and investment workflows, improving decision-making and efficiency for front-to-back teams.
A unified foundation powers every capability across the investment lifecycle — connecting front-, middle-, and back-office functions through a single data model, streamlined workflows, and transparency.
CWAN’s open architecture gives you a broad set of institutional-grade capabilities that integrate seamlessly with your existing systems, supporting the full lifecycle without disruption or lock-in.
From portfolio analysis to client communications, GenAI helps users ask complex questions, investigate changes, and generate clear answers without relying on manual processes or disconnected tools.
AI tools work across live, reconciled data to support research, reporting, compliance, and operations. There’s no need to retrain teams or implement additional systems — GenAI extends the platform you already use and trust.
Explore how CWAN’s GenAI can accelerate your workflows, improve decision-making, and deliver immediate value across your investment operations.
CWAN is built to adapt. The open platform and partner ecosystem let you connect best-of-breed solutions without stitching together your own infrastructure.
Plug into other analytics engines, data sources, and reporting tools. Our marketplace of pre-built and partner integrations keeps your ecosystem future-ready to expand and scale.
Use your proprietary code and models within CWAN workflows. Whether you’re building in Python or maintaining internal tools, our APIs and flexible architecture keep you in control.
Already using another order or portfolio management system? CWAN integrates with industry leaders and supports flexible handoffs and two-way data flows.
Built for institutions that demand resilience, CWAN delivers a secure, cloud-based investment management platform with enterprise-grade protection. From encryption and access control to data segregation and auditability, every aspect of the platform is engineered to meet the expectations of global financial institutions.
CWAN undergoes regular third-party assessments and maintains compliance with key global standards, including SOC 1, SOC 2, GDPR, and CCPA as well as ESG policy. Platform controls meet or exceed enterprise requirements for data protection, operational resilience, and regulatory compliance, including:
For many, the biggest hesitation isn’t whether the platform works — it’s whether you have the capacity to implement it. CWAN solves that.
We provide a full checklist of platform configurations tailored to your use case, and then do the work — data mapping, interface building, normalization, validation, and exception logic — for you.
Talk to us about streamlining investment operations with a cloud-based investment management platform that’s built for scale.