INVESTMENT DATA MANAGEMENT
Keep data consistent across portfolios, systems, and reports.
CWAN centralizes, validates, and connects your investment data across systems, so every report, workflow, and decision runs on consistent, trusted information.
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Fragmented data slows you down. CWAN brings it back together.
As investment operations become more complex, so does the need for a centralized data architecture — one that’s automated, audit-ready, and built to flex with evolving demands.
Get all your investment data into one structured environment: ingesting, cleansing, and validating data from front-, middle-, and back-office systems.
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Single source of truth
Equip front-to-back teams with the same clean, validated dataset — built to scale.
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Polished reports in minutes
Automate report creation and distribution for faster, more consistent outputs.
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Secure data sharing
Give every team secure access through governed Snowflake delivery.
MASTER DATA MANAGEMENT
Unify front-to-back teams with clean, consistent data.
CWAN automates investment data ingestion, validation, and normalization — so every system, report, and team operates from the same reliable foundation.
Consolidated data
Bring together investment data from custodians, internal systems, and spreadsheets — without manual stitching.
Automated validation
Catch discrepancies and reconcile issues before they reach reporting.
Master data
Ensure normalized data across asset classes, currencies, and vehicles.
CLIENT AND INVESTOR REPORTING
Create client-ready reports on demand.
CWAN automates the creation of polished client statements and reports. With dynamic templates and full data control, you can deliver faster, more consistent outputs at scale.
Self-service templates
Build or customize branded statements for clients, investors, or stakeholders.
Multi-format delivery
Export to PDF, Excel, or client portals with a click.
Data-rich content
Include holdings, performance, transactions, and commentary.
ENTERPRISE-GRADE ARCHITECTURE
Scale your operations without patchwork systems.
Structure, organize, and distribute investment data flexibly, without duplicating work or compromising accuracy.
No-code system connections
Plug into your front-, middle-, and back-office tech stack using pre-built adapters.
Streamlined external data access
Ingest from third-party providers without manual formatting.
Flexible configuration
Adapt your data architecture to support new mandates, clients, or structures.
SNOWFLAKE INTEGRATION
Collaborate on live data across teams and tools.
With Snowflake, CWAN gives you secure access to your investment data — no delays, no duplication. Teams can analyze, report, and model off the same governed dataset, using AI, dashboards, or natural language queries.
Live data access
Eliminate lag with Snowflake secure data sharing.
BI and AI ready
Use Snowflake Cortex for advanced modeling and insights.
Controlled access
Set granular permissions for internal and external consumers.
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“This collaboration opens up vast volumes of investment management data. Building on Snowflake’s single, integrated platform, Clearwater [CWAN] can provide customers with the ability to derive powerful insights to answer relevant questions about their portfolios and grow their business.”
Chris Napoli Head of Wealth & Asset Management, Snowflake
Streamline, centralize, and scale with confidence.
See how CWAN helps leading investment managers simplify operations, improve reporting, and scale without compromise.