# CWAN — Vendor Intelligence Profile
> Source: Vedex (https://vedex.ai) | Generated: 2026-10-05T10:34:25.049Z

## Overview

- **Description**: 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.
Frequency Control: Fully customize the frequency of data delivery (hourly, daily, weekly, etc.).
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. how discrepancies are handled, which data fields to aggregate, etc.)
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.
- **Contact Email**: sales@clearwateranalytics.com

## Categories & Sectors

- **Categories**: Financial, Regulatory Reporting

## Marketplace Presence

- **Source Platforms**: snowflake_marketplace
- **Platform Count**: 1

## Intelligence Scores

- **Vendor Score**: 18.6
- **Market Presence**: 13.8
- **Integration**: 20
- **Business Maturity**: 3

## Links

- Vedex Profile: https://vedex.ai/vendor/cwan-915e9e
- Due Diligence: https://vedex.ai/due-diligence/cwan-915e9e