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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Company Information

Clearwater Analytics (CWAN)
Founded: 2004
United States
cwan.com

Videos and Screen Captures

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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

Q: What kinds of users and organization types does Clearwater Analytics (CWAN) work with?
Q: What languages does Clearwater Analytics (CWAN) support in their product?
Q: What kind of support options does Clearwater Analytics (CWAN) offer?
Q: What type of training does Clearwater Analytics (CWAN) provide?

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