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About

Our investment suite is a fully modular, real-time .NET investment solution to run your mid and back-office administration and is compliant with current laws and regulations. It includes Relationship and Instrument Data Management as well as Portfolio Management. The investment suite is integrated with Order Management, Asset Management, Corporate Actions, Settlements, Reconciliation, Taxes and Global Custody The Order Management solution enables real-time order management of all securities orders which means an integrated solution that offers central control of the ordering and execution process for all traded instruments including connectivity to any trading platform. Asset Management handles the configuration and management of investment models and life cycles and supports automatic rebalancing. Investments models are used for asset and investment management purposes.

About

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial firms searching for a Banking solution to build lasting relationships with their customers

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Allshare
Netherlands
www.allshare.nl

Company Information

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

Alternatives

Apex AscendOS

Apex AscendOS

Apex Fintech Solutions

Alternatives

IMiX

IMiX

Investment Software Group
Allvue

Allvue

Allvue Systems
JUMP Front-to-Back

JUMP Front-to-Back

JUMP Technology
SS&C Advent

SS&C Advent

SS&C Technologies

Categories

Categories

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Financial Reporting Features

"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

Investment Management Features

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

Integrations

Teamstack

Integrations

Teamstack
Claim Allshare and update features and information
Claim Allshare and update features and information
Claim Clearwater Analytics (CWAN) and update features and information
Claim Clearwater Analytics (CWAN) and update features and information