Overview CWAN offers the industry’s leading investment data platform for institutional investment teams and asset managers to build custom workflows and innovative solutions with automated investment processes. CWAN’s end-to-end solution powered by Snowflake enables your team to consolidate investment data, both public and private, in one centralized location. This allows you to derive actionable insights from access to real-time investment data, enabling faster decisions and improved interdepartmental collaboration.
Usage Examples Snowflake users can load any investment class, including: Equities: Common stocks, preferred stocks, and exchange-traded funds (ETFs). Fixed Income: Corporate bonds, municipal bonds, government securities, and mortgage-backed securities. Cash and Cash Equivalents: Treasury bills, money market funds, and cash reserves.
Alternatives: Private equity, hedge funds, real estate investments, and commodities. Derivatives: Options, futures, and swaps. Real Assets: Real estate and infrastructure investments.
Available Shared Data: Accounting Datasets: Custom and/or pre-generated datasets with key investment metrics and analysis to support operational decisions. Daily Transactions: Daily updates on transaction data for timely analysis of transactional trends. ).
Account Data Configuration: Customize data sharing and reporting based on specific investment strategies and portfolios to enhance understanding of portfolio performance. Enable more effective decision-making and supporting proactive, data-driven investment strategies. Advanced Data Options: Choose how data is aggregated and reconciled for specific accounts to allow flexible reporting structures.
(ex. ) Below is an example cashflow dataset. Actual data can be customized based on data availability and requirements: Account_Id Book_Price Capitalized_Interest Effective_Date Description Earned_Date Interest Future_Cash_Flow_Flag Principal Received_Date Source_System Batch_Id Created_At Get in touch: Contact us at CWAN to learn how this powerful integration can save you time and remove data delivery friction from your current environment.
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Freshness
Single-source
API Status
No API
Compliance (vendor-reported)
Quality Breakdown
CWAN is an alternative data vendor. CWAN specializes in financial, regulatory reporting data. This vendor has a Vedex Intelligence Score of 19 out of 100, reflecting market presence, compliance posture, integration readiness, and business maturity.
CWAN operates in the following alternative data categories.