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Single-Instance, Multi-Tenant, Cloud-Native Investment Platform

Say goodbye to legacy tech, patches, and fragile integrations.

Modernize fast, reduce integration work, and free up your team to focus on higher-value initiatives with CWAN.

Support every function without supporting more systems.

Scale smarter, collaborate better, and stay ahead with technology built for modern investment operations.

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Unified investment data

Break down silos with automated ingestion, validation, and normalization across the front, middle, and back office — on a single cloud-native investment platform.

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Streamlined collaboration

Enable secure, client collaboration with Snowflake-powered data sharing and one multi-tenant SaaS architecture powering every team, tool, and view.

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Risk mitigation

Unify public, private, and securitized assets in a single system to monitor exposures, run stress tests, and analyze firmwide risk in real time.

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No more tech debt

Scale with confidence. Add asset classes, markets, and strategies with zero infrastructure overhead.

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Open architecture

Customize models, workflows, and analytics with an open platform that’s extensible by design — no vendor lock-in, no code rewrites, just scalable control.

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Seamless integration

Connect CWAN to your existing tools and data ecosystem with open APIs, pre-built adapters, and data feeds — no custom plumbing required.

Institutional-grade capabilities from day one.

Support complex strategies, risk modeling, and regulatory reporting — all pre-configured in a scalable, cloud-native architecture.

Put AI to work — securely and at scale.

CWAN combines GenAI with a cloud-native investment platform and Snowflake to unlock firmwide productivity, faster insights, and stronger decision support.

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“Technology is critical to everything we do, from how we invest to how we operate our business. Clearwater [CWAN] shares our commitment to delivering world-class investment solutions, and we look forward to working together to help drive innovation and create lasting value.”

John Stecher Chief Technology Officer, Blackstone

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“We wanted a scalable solution that would not only cover our functional needs and address our challenges, but also provide rich connectivity with Policy Management Systems, custodians, and market data feeds […] to diversify investment vehicles.”

Sophie Le Berre Technical and Accounting Director, GGVie

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By using Beacon [by CWAN] platform, we are increasing the speed of our innovation cycle and driving down the cost to explore our data and leverage our analytics.”

Dirk Manelski Managing Director, Chief Technology Officer, PIMCO

Get your stack future-ready.

Modernize fast, reduce integration work, and free up your team to focus on higher-value initiatives with CWAN.

See how
CWAN is
leading the
future.

From the floor at InvestOps 2026: “Good tools are table stakes…trusted data is the differentiator”

InvestOps attendees described a set of problems that will sound familiar to anyone running investment operations today. Validating data across systems that should agree but don’t. Accessing historical records back to inception for transparency requests and audits. Spending hours on manual cleanup before any downstream work can begin.

4 min read
Blog
Scaling architecture diagramming with parallel agents and feedback-driven prompting

With the recent marriage of generative AI tools and software development, tasks that required significant manual effort are increasingly automated — enabling teams to shift their focus from repetitive implementation to higher-order design, architecture, and innovation.

12 min read
Blog
Agents, workflows, and tokens: Orchestrating intelligence at scale

Effectively adding AI trading technology to your risk conversations requires more than just a single agent operating as your AI Assistant. An effective AI team is made up of a variety of specialized agents that work together, designed, controlled and orchestrated by their human leader to tackle the multi-step and multi-role activities that are part of real-life trading and portfolio management.

4 min read
Blog
Mar 12 2026