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CWAN PARTNER NETWORK

Shaping the future of investment operations.

CWAN collaborates with leading firms across the financial ecosystem to drive innovation, unlock growth, and deliver better outcomes for institutional investors worldwide.

Why join the CWAN partner network?

Partnering with CWAN means becoming part of a global ecosystem focused on redefining how leading institutions manage investment data. Our cloud-native solutions are trusted by asset managers, hedge funds, banks, insurers, asset owners, and corporations to support the entire investment lifecycle — from trading and modeling to accounting, risk, and regulatory reporting.

As a partner, you gain access to a growing global client base, extensible technology, and a team committed to joint success. Together, we accelerate value delivery, unlock new market opportunities, and empower clients to operate with clarity and confidence across public and private markets.

Asset servicers
  • Custodians
  • Fund administrators
  • Asset servicing institutions

Our asset servicer partners play a vital role in the post-trade ecosystem, ensuring the accuracy, completeness, and timeliness of critical investment data.

By integrating directly with custodians, fund administrators, and asset servicing firms, CWAN enables clients to aggregate, enrich, and deliver comprehensive reporting on complex global investments while managing regulatory requirements.

Partnering with CWAN empowers asset servicers to provide their clients with accurate, consistent investment accounting solutions and data management capabilities that enhance operational efficiency and support evolving investment operations across all asset classes.

Service providers
  • Consulting firms
  • Prime brokers
  • Strategic advisors

Whether delivering transformation projects, advising on operational strategy, or facilitating market access, our partners help clients maximize the value of all CWAN solutions.

From global consulting firms to prime brokers and implementation specialists, service provider partners enhance onboarding, accelerate time-to-value, and ensure our joint clients achieve operational excellence.

CWAN collaborates with trusted advisors to extend our reach, deepen domain expertise, and deliver measurable outcomes for our shared clients.

Market infrastructure and technology providers
  • Trading platforms
  • Execution venues
  • Cloud infrastructure
  • Integrated software solutions

CWAN partners with market infrastructure and technology providers to deliver scalable, connected solutions across the investment lifecycle.

Whether integrated into trading workflows or deployed in highly scalable cloud environments, CWAN serves as the core accounting, reconciliation, trading, valuation, risk, and reporting engine — enabling data accuracy, operational control, and efficiency at scale.

These partnerships empower clients to seamlessly connect systems, streamline processes, and bring together front-, middle-, and back-office operations through a unified, trusted platform.

Together, we power connected investment ecosystems that deliver operational agility and data confidence at scale.

Explore our
partners in
action.

Let’s grow together.

We’re shaping the future of investment operations with a network of trusted partners.

Whether you’re helping clients transform their operations, delivering strategic insights, or powering the infrastructure behind investment decisions — there’s a place for you in the CWAN partner network.

Fill out the CWAN partner network application to get started.