Framework

CWAN (Clearwater Analytics) delivers a unified, front-to-back investment management platform designed to streamline the entire investment lifecycle. It integrates portfolio management, order execution, accounting, risk management, and analytics into a single cloud-native solution. Built for institutional investors, CWAN enables firms to manage public and private assets with real-time visibility, automation, and accuracy. The platform enhances decision-making with GenAI-powered insights, simplifying compliance, reconciliation, and reporting across asset classes. By replacing fragmented legacy systems, CWAN empowers financial institutions to scale efficiently while maintaining operational clarity. Trusted by over 2,400 global clients managing $10 trillion in assets, CWAN provides unmatched transparency, performance, and control for modern investment operations.

Connect directly with your custodian banks, asset managers, private equity funds, benchmarks, ESG, or credit rating providers. Get security level reports, enriched issuers data, and gather your liquid and illiquid assets in the same place. No data source will be left aside, as you can incorporate easily into your account all your partners' data, irrespective of the format they use or their level of IT maturity. Enrich your portfolio data thanks to tens of thousands of funds, ETFs, indices, securities, derivatives, and market signals. Link your account with your internal or external research partners to take well-informed and fact-based investment decisions. Benefit from a fully tailored service, by a team of seasoned professionals coming from the financial industry and able to turn your objectives into actionable dashboards and tools. Asset consolidation & data aggregation. Data collection, preparation, and integration.