Clearwater Analytics

Investment teams running multi-asset portfolios across custodians, geographies, and asset classes often spend as much time reconciling data as analyzing it. Clearwater Analytics (now rebranded CWAN) addresses this by running all investment data through a single-instance, multi-tenant cloud platform that connects front-, middle-, and back-office functions on one security master, eliminating the reconciliation layer that typically sits between accounting and reporting systems. With approximately 2,400 clients and $10 trillion in assets processed daily, the platform operates at institutional scale.

For family offices and investment operations teams, the practical consequence of this architecture is that IBOR and ABOR are reconciled by design rather than by manual workaround. The platform ingests data from custodians, third-party providers, and internal systems without manual formatting, then validates and normalizes it before it reaches any report or workflow. Generative AI tools are embedded across the platform to support portfolio analysis, compliance monitoring, and client communications against live, reconciled data. Key operational capabilities include:

• Automated client and investor reporting with dynamic branded templates exportable to PDF, Excel, or portals
• Snowflake integration for governed live data sharing and BI or AI-ready analytics
• No-code adapters connecting front-to-back office systems without internal data teams
• Real-time risk monitoring across public and private asset classes and geographies
• Single accounting engine delivering both investment and fund accounting from one platform

The platform targets institutional buyers, including asset managers, insurers, corporations, and pensions, with family offices listed as a client segment rather than a primary focus. Pricing is not publicly disclosed, and the depth of family-office-specific configuration relative to larger institutional mandates is unclear from available materials. Firms requiring a purpose-built family office system may find the platform better suited as an institutional backbone than a dedicated wealth management tool.

• Investment data aggregation, validation, and normalization across custodians and systems
• Investment and fund accounting with unified IBOR and ABOR
• Automated client and investor reporting
• Real-time portfolio risk monitoring across asset classes and geographies
• Order and portfolio management across public and private markets
• Data management and distribution via Snowflake integration

• Single security master across all asset classes
• Single-instance, multi-tenant cloud architecture
• Front-to-back unified accounting engine
• Generative AI embedded across investment workflows
• Snowflake secure data sharing integration
• No-code system connectors for front, middle, and back office
• Dynamic branded client reporting templates with multi-format export
• Real-time multi-asset risk management
• Automated data ingestion from custodians and third-party providers
• Role-based access management and audit logging

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams, Fund Managers.

Dedicated global client servicing team with regional experts; client support portal available

CWAN handles data mapping, interface building, normalization, validation, and exception logic as part of onboarding; no internal data team required from the client