CWAN offers a cloud‑native, single‑instance platform that unifies front‑, middle‑, and back‑office functions for institutional investors, providing a real‑time security master, accounting engine, and multi‑asset risk analytics. Integrated generative AI automates compliance, workflow routing, and insight generation, while open APIs and a marketplace enable seamless integration with existing order, pricing, and data sources.
Funding
Funding not disclosed
Founders
Product
Problem
Investment teams often rely on fragmented legacy systems that require manual data reconciliation, separate execution, accounting, and risk tools, leading to operational inefficiency, data errors, and delayed decision‑making across public and private markets.
Solution
CWAN provides a cloud‑native, single‑instance, multi‑tenant platform that unifies front‑, middle‑, and back‑office functions into one integrated system. The platform consolidates a single security master, data plane, and accounting engine, delivering real‑time, reconciled portfolio data and multi‑asset risk analytics. Embedded generative and agentic AI automates workflows, enforces compliance rules, and surfaces insights, enabling faster, more informed investment decisions. Seamless APIs and a marketplace of pre‑built integrations allow firms to connect existing order, pricing, and data sources without extensive custom development. The solution scales instantly to support new strategies, asset classes, and market volatility while maintaining enterprise‑grade security and auditability.
Target Audience
Primary customers are institutional investors such as asset managers, hedge funds, insurance companies, pension funds, and corporate treasury teams that require end‑to‑end investment operations across multiple asset classes.
Features
- Single security master and unified data plane that provide a real‑time source of truth across all asset classes
- Cloud‑native, single‑instance architecture with multi‑tenant deployment for instant scalability and zero‑downtime updates
- Integrated AI engine that automates pre‑trade compliance, workflow routing, and generates analytical insights on demand
- Built‑in investment and fund accounting engine (IBOR/ABOR) with automatic reconciliation
- Real‑time multi‑asset risk monitoring and extensible risk model integration
- Open API and marketplace integrations for custodians, execution venues, pricing sources, and third‑party analytics tools
- Enterprise security features including end‑to‑end encryption, role‑based access, automated patching, and audit logging