Unify your portfolio view across public and private assets.

Don’t let complexity limit your opportunity. CWAN simplifies the complexities of private investments with integrated solutions that automate manual workflows, enable informed decision-making, and enhance portfolio visibility.

Supporting over 100 different asset types, CWAN delivers accounting, compliance, risk, and exposure analysis, and reporting — even for notoriously opaque investments like limited partnerships, mortgages, derivatives, and more.

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RETHINK YOUR INVESTMENT MANAGEMENT APPROACH

Replace legacy systems with the support you need to manage a modern portfolio.

Inefficient, manual data processes result in inconsistent data across investment and operational teams, causing costly errors and missed opportunities. Compounded by the lack of transparency for private credit, private funds, loans, and derivatives stifling effective risk management, you can experience delays, lost revenue, and wasted time.

Investors need a solution to simplify the entire investment lifecycle, reduce data discrepancies, and make confident investments across public and private markets.

CWAN FOR PRIVATE FUNDS

Automated data and comprehensive oversight with best-in-class accounting and reporting.

CWAN for private funds enhances portfolio optimization, risk management, and regulatory compliance through actionable insights and analytics, allowing investment teams to concentrate on high-value activities.

Automated data capture and validation

Automate GP document retrieval, extract key data points using intelligent processing, and validate key data points to ensure clean, accurate data without manual effort.

Comprehensive oversight with custom alerts

Real-time alerts for missing documents and configurable user access with flexible, role-based permissions ensure that your data is timely, accessible, and protected.

Best-in-class accounting and reporting workflows

Flexible accounting that supports multiple accounting bases to achieve consistent reporting and a single workflow.

Complete lifecycle support and enhanced features

Manage capital call workflows, cash wire reconciliation, K-1 tax data aggregation, and look-through reporting for complete exposure and performance insights.

CWAN FOR CREDIT

Simplified data management throughout the entire loan lifecycle.

CWAN for loans revolutionizes handling and analyzing loan data by automating collection and storage, enabling comprehensive tracking and oversight, and calculating key loan metrics to maintain compliance with ever-evolving regulatory standards.

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Integrated loan lifecycle management

Streamline operations by managing data from multiple servicers, origination channels, and trustees, ensuring a cohesive view.

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Collateral and property tracking oversight

Monitor and trace all mortgage loan documents via key risk metrics in a comprehensive dashboard with custom alerts for missing documents.

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Fit-for-purpose loan modeling and accounting

Leverage sophisticated modeling capabilities for RMLs, CMLs, draw-down loans, and more to accurately forecast diverse loan structures.

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Expert consultation and go-to-market support

Talk to experts, automate risk metric calculations, and configure your general ledger to simplify Schedule B, RBC, and solvency reporting.

Don’t let complexity limit your opportunity.

Learn why leading organizations trust CWAN as their private market investment platform.

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