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INSURANCE Investment MANAGEMENT SOLUTIONS

Streamline, scale, and stay compliant.

Consolidate your front-to-back office on a cloud-native, GenAI-enabled, transparent platform to achieve flexibility and accuracy for long-term objectives.

INSURERS CHOOSE CWAN TO

Simplify insurance investment management.

Improve operational efficiency, ensure data accuracy, and strengthen oversight using CWAN’s single-instance, multi-tenant platform with built-in AI.

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Power your performance

Gain visibility and easily access daily validated and reconciled data from a platform built for scale and front-to-back investment clarity.

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Get cross-team consistency

Automate data processing across multiple sources with clean, timely, and enriched data for accurate portfolio accounting and regulatory reporting.

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Manage risk and compliance

Analyze multi-asset, whole-portfolio exposure to manage risk, conduct scenario analysis, and comply with NAIC and Solvency II regulations.

CWAN CAPABILITIES

Shaping the future of insurance investment management.

Simplify operations, improve compliance, and enhance reporting with CWAN’s advanced insurance investment management solutions.

Multi-basis accounting

Automate accounting and reporting across GAAP, STAT, IFRS, and tax to reduce month-end close times, ensure ledger accuracy, and integrate seamlessly with GL systems.

Regulatory reporting

Meet insurance-specific reporting requirements with pre-built compliance templates, automated data validation, and audit-ready outputs for global regulatory frameworks.

Pre- and post-trade compliance

Catch and resolve issues early with automated checks across portfolios, including daily alerts on limit breaches.

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Front-to-back visibility with a whole-portfolio view.

Unite your firm’s investment accounting, compliance, performance, and sophisticated risk management.

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“Partnering with Clearwater [CWAN] marks an important shift in our investment operations strategy and is central to our goal of future proofing Versicherungskammer’s investment capabilities. This transition not only improves agility and flexibility of our business processes — it future proofs the Group’s investment operations and provides us with economic advantages.”

Martin Knobbe Head of Middle and Back Office Investment, Versicherungskammer Group

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“Clearwater [CWAN] has transformed the way we do business. A majority of the higher-risk, manual touchpoints have been automated away, with appropriate data validation checks to ensure a high-quality end product.”

Stephen McLoughlin Investment Services Manager, Delphi Financial Group

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“Each day, our team has fresh, insightful data to run portfolio risk metrics and performance attribution analyses. Clearwater [CWAN] technology is giving us the precision and confidence to understand the complexities of our multi-asset portfolios, transforming the way we make decisions.”

Richard Freeman Chief Investment Officer, Industrial Alliance Portfolio Management

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“Clearwater’s [CWAN’s] single-instance, multi-tenant architecture delivers a clear advantage for us in terms of speed, flexibility, and transparency. The consolidation of all our investment data in one view allows us to manage risk, measure performance, and meet our regulatory reporting responsibilities efficiently, accurately, and timely.”

Jonny Lee Finance & Investment Operations Director, Aviva

More time on strategy, less time on ops.

Simplify investment management with CWAN’s cloud-native, built-in GenAI solutions.

See how
CWAN is
leading the
future.

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