What is Clearwater Analytics (CWAN)?
CWAN (Clearwater Analytics) is a comprehensive, AI-enhanced investment management platform built to unify data, workflows, and decision-making across the financial enterprise. Designed for institutional investors, it connects the front, middle, and back offices through a single-instance, multi-tenant cloud architecture—eliminating manual reconciliation and fragmented systems. The platform provides an end-to-end view of portfolios, encompassing execution, order management, accounting, compliance, and performance analytics. With GenAI integration, CWAN empowers firms to automate portfolio monitoring, identify investment opportunities, and align strategies with evolving risk profiles. Its robust data management framework ensures that every asset, transaction, and valuation is accurate, transparent, and instantly accessible. Users can model and manage complex, multi-asset portfolios in real time, gaining actionable insights across geographies and asset classes. The platform also offers built-in support for evolving regulatory standards such as NAIC and Solvency II, ensuring smooth compliance for insurers and asset managers. CWAN’s open architecture and API-driven integrations enable seamless connectivity to external trading, CRM, and analytics tools. With a global client base exceeding 2,400 organizations and more than $10 trillion in assets under management, CWAN stands as a trusted leader in investment operations modernization. Its mission is simple yet transformative—to deliver clarity, scalability, and speed in every decision financial leaders make.
Integrations
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Company Facts
Company Name:
Clearwater Analytics (CWAN)
Date Founded:
2004
Company Location:
United States
Company Website:
cwan.com
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Clearwater Analytics (CWAN) Categories and Features
Investment Management Software
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Financial Reporting Software
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Accounting Software
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management