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Average Ratings 1 Rating
Description
CWAN (Clearwater Analytics) redefines investment management with a next-generation, cloud-native platform that connects the front, middle, and back offices into one unified ecosystem. Its architecture eliminates data silos, enabling real-time insights across portfolios, exposures, and cash positions. The platform supports seamless integration with multiple custodians, pricing sources, and asset managers, ensuring consistent, high-quality data throughout the investment lifecycle. CWAN’s GenAI capabilities empower asset managers and institutional investors to automate complex workflows, enhance compliance oversight, and improve strategic decision-making. From risk modeling to accounting and performance reporting, every component operates on a single, reconciled data foundation. Its flexible, open design adapts to evolving market conditions and regulatory requirements, ensuring scalability and long-term reliability. By combining automation with intelligent analytics, CWAN helps firms reduce operational costs and gain faster, data-backed insights. Backed by global credibility and decades of expertise, CWAN powers some of the world’s largest and most sophisticated investment portfolios with confidence and precision.
Description
FinBursa serves as an advanced front-office solution tailored for global private markets, integrating customer relationship management, deal coordination, document processing, fundraising efforts, asset sales, and opportunity marketing into a cohesive, customizable environment, enhanced by embedded AI technology and a comprehensive deal database. This platform empowers firms in the private market sector to streamline their management of relationships, transactions, and documents within a single collaborative interface, eliminating the need for disparate systems. The AI features are designed to leverage the firm’s interconnected data and institutional framework, facilitating informed analysis and execution across various front-office processes. FinBursa is ideal for professional participants in private markets who require robust infrastructure and adaptable workflows that minimize fragmentation, safeguard institutional knowledge, and enable teams to operate with increased speed, consistency, and oversight, ultimately driving better outcomes in their business activities. By fostering an integrated approach, FinBursa not only enhances efficiency but also supports better strategic decision-making across the organization.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Contact us
Contact us for pricing. Annual subscription, minimum 5 users.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clearwater Analytics (CWAN)
Founded
2004
Country
United States
Website
cwan.com
Vendor Details
Company Name
FinBursa Technologies Ltd
Founded
2024
Country
New York, NY, United States; Dubai, United Arab Emirates
Website
finbursa.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
Yes
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
Yes
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
Financial Reporting
"What If" Scenarios
No
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
No
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
No
Profit / Loss Statement
No
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
Yes
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
No
Territory Management
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Virtual Data Room
Anonymity Management
No
Audit Trail
No
Collaboration
No
Data Protection
No
Data Storage Management
No
Document Tagging
No
Due Diligence Management
No
Procurement Management
No
Project Management
No
Role-Based Permissions
No
Secure Preview
No