Keep your team aligned with a single source of truth. CWAN’s GenAI-enabled investment operations solutions eliminate data silos and improve investment data accuracy.
Today’s operations teams are expected to move faster, stay audit-ready, and support increasingly complex portfolios — all without increasing cost or risk. Leading firms need a modern investment operations platform that solves growth challenges.
Your teams are under pressure to do more with less and find ways of reducing operating costs.
Siloed systems are roadblocks to automation and straight-through processing, preventing your teams from automating business processes and operating with a consistent source of data.
Business and market evolution is driving firms to adopt more complex strategies, new distribution channels, and integrate new investments straining legacy technology and operational processes.
CWAN replaces legacy systems and manual processes with automated, scalable workflows — so you can operate faster, reduce risk, manage increased complexity and support growth.
CWAN replaces legacy systems and manual processes with automated, scalable workflows — so you can operate faster, reduce risk, and manage increased complexity.
Cloud-based, multi-tenant SaaS architecture grows with your business, makes upgrades a thing of the past, and enables flexible operating models to scale efficiently.
A single platform powers the front, middle, and back office, creating data alignment and seamless integration while automating business operations processes.
Our extensive capabilities automate your equities and fixed income processes or support your expansion into private markets, derivatives, real assets, and more.
Operational capabilities and capacity function as an extension of your team with integrated workflows that promote growth and efficiency.
Automated multi-agent workflows across accounting, reporting, and compliance allow teams to move from insight to action instantly.
Achieve the highest level of transparency, accuracy, and control for NAIC and Solvency II reporting with CWAN’s solutions and expertise.
CWAN combines portfolio management, compliance, reconciliation, accounting, and reporting in one platform and gives you:
GenAI enhances productivity by automating tasks, surfacing insights, and accelerating investment decision-making. Explore more efficient ops, including:
Mike Tumilty COO, Aegon AM
Jonny Lee Finance & Investment Operations Director, Aviva
Vinoth Sivanayagam COO, Amundsen Investment Management
Chief Compliance and Operations Officer, AAM
Discover how CWAN’s investment operations platform helps you streamline processes, reduce risk, and scale efficiently.
Key insights from hedge fund COOs on vendor selection and operational resilience at HFM Emerging Managers Summit 2026
Successful insurers aren’t simplifying complexity; they’re building agile systems that can handle it. Unified data and scalable architecture deliver crucial efficiencies today and differentiation tomorrow. The insurance industry is undergoing a fundamental transformation. Insurers must do more with less, comply…
In today’s asset management landscape, firms must remain agile and data-driven to stay competitive.