Boise tech firm rolls out AI investment agents

Boise-based Clearwater Analytics, a technology platform for investment management, recently announced its latest tool using artificial intelligence.

The firm deployed its CWAN GenAI platform that can be used to “transform” investment and risk management, reporting and operations.

According to a release from Clearwater, CWAN GenAI is different from other “experimental AI tools” on the market is that it has production-ready integrations.

“Unlike copilots or chat tools layered onto legacy systems, CWAN GenAI is fully integrated and deployed into production on CWAN’s front-to-back platform, enabling clients to work alongside AI as collaborative partners in their investment operations,” the release stated.

The new platform currently supports more than 800 AI agents, Clearwater stated, which are created by CWAN clients and internal teams. There are also 20 trained “domain-specific agents.” The agents work alongside investment professionals to automate data-intensive work, adding to human expertise in tasks like reconciliation, reporting, portfolio analysis and communications.

“We’re witnessing the largest operational transformation in investment management since electronic trading,” said Sandeep Sahai, CEO at CWAN. “While the industry debates AI’s potential, our clients are already operating with autonomous intelligence that processes more data in a day than traditional systems handle in months. This is about fundamentally reimagining how institutional investment operations function in real-time.”

Souvik Das, the chief technology officer at CWAN, stated that the investment industry has been waiting for AI that can handle larger, more complex operations.

“We’ve engineered AI agents that can autonomously execute millions of tasks daily while maintaining the precision and auditability that institutions require,” Das said. “Our platform transforms operational efficiency, accelerates decision-making, and gives institutions confidence in leveraging AI across investment portfolios at enterprise scale.”

The company’s clientele has already reported a 90% reduction in manual reconciliation effort, an 80% faster regulatory and accounting report generation, and 50% faster financial close cycles.