Audience
Institutional investors, asset managers, banks, and insurers seeking a unified, AI-driven platform to manage portfolios, risk, and accounting across public and private markets with greater efficiency and transparency
About Clearwater Analytics (CWAN)
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.
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Integrations
Company Information
Clearwater Analytics (CWAN)
Founded: 2004
United States
cwan.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Clearwater Analytics (CWAN) Frequently Asked Questions
Clearwater Analytics (CWAN) Product Features
Accounting
Bank Reconciliation
General Ledger
Government
Multi-Currency
Nonprofits
Purchase Orders
Accounts Payable
Accounts Receivable
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
Payroll Management
Project Accounting
Tax Management
Financial Reporting
Audit Trail
Balance Sheet
Consolidation / Roll-Up
General Ledger
Income Statements
Multi-Company
"What If" Scenarios
Cash Management
Forecasting
Multi-Department / Project
Profit / Loss Statement
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management
Payroll & Commissions
