PORTFOLIO AND ORDER MANAGEMENT
CWAN brings your PMS, OEMS, analytics, and compliance into one cloud-native platform. With real-time data, embedded trade controls, open APIs, and seamless execution, you experience the efficiencies of a streamlined workflow.
Disconnected PMS, OEMS, and compliance systems create gaps in visibility and control. That leads to costly delays, compliance risk, and operational slowdowns — especially as firms adopt more complex investments and portfolio strategies.
CWAN OEMS/PMS
CWAN unifies portfolio management, trading, portfolio oversight, accounting, and risk, so your entire investment lifecycle runs on clean data and connected workflows.
CWAN unifies portfolio management, trading, portfolio oversight, accounting, and risk, so your entire investment lifecycle runs on clean data and connected workflows.
Enfusion powers front-to-back operations with a unified PMS and OEMS platform for portfolio construction, execution, cleaner data, and seamless trade processing.
Beacon integrates advanced analytics and custom modeling into PMS/OEMS workflows, giving portfolio managers and risk teams a shared view of exposure.
Eliminate workflow barriers so you can focus on managing money, supporting clients, and responding to markets with speed and precision.
Trade confidently across asset classes with pre-trade compliance, customizable trading tools, and seamless access to liquidity.
Launch into new markets without disrupting existing workflows — thanks to a unified, PMS/OEMS framework.
Keep every team aligned with a single source of truth, eliminating data silos and improving operational accuracy and efficiency.
PORTFOLIO MANAGEMENT
Get a single view of investment data, modeling, valuation, and risk.
Instantly access positions, cash, and exposures across accounts, strategies, and asset classes.
Manage equities, fixed income, FX, derivatives, alternatives, and structured products within one unified framework.
Monitor attribution, risk metrics, and benchmarks with configurable dashboards and reports.
Run scenario analysis, stress tests, and forward-looking simulations across strategies and holdings.
Organize data by desk, strategy, client, or vehicle with customizable views that reflect your operational structure.
Access a comprehensive history of trades, valuations, and positions with business intelligence platform integration.
ORDER MANAGEMENT AND EXECUTION MANAGEMENT
Support multi-asset execution with modern OEMS capabilities.
Eliminate workflow barriers so you can respond to markets with speed and precision.
Define trading strategies, route, manage, and allocate orders with full visibility from intent to execution.
Prevent violations with compliance rules that support regulatory, firm, and client restrictions.
Tailor views to roles and strategies, including real-time market data, order status, and exception handling.
Route trades electronically with integration to access your liquidity sources.
Automate allocations based on rules, percentages, or account hierarchies.
Fully transparent timestamped logs, trade amendments, and historical records of all activity.
See how a superior comprehensive investment management platform enables you to pursue alpha with speed.