Ballast Equity Management Selects Clearwater Analytics for Expenditure Accounting and Reporting

BOISE, Idaho–(Enterprise WIRE)–Mar 23, 2021–

Clearwater Analytics, a world SaaS methods provider, declared nowadays that Ballast Fairness Management has chosen Clearwater’s financial investment facts administration, reconciliation, and reporting resolution to provide as the accounting and reporting foundation for Ballast’s strategies.

With more than 20 yrs of investing working experience, Ballast’s mission is to aid clients access their prolonged-term economic goals by expenditure in significant-high quality modest- and mid-cap benefit stocks. Clearwater will give Ballast with each day financial investment information reconciliation, client invoicing, composite management, consumer statements, and other instruments to aid the firm’s mission. Clearwater’s accounting and reporting instruments will also guidance Ballast’s e-book of company as the business grows in a new market.

“We evaluated a quantity of solutions, but Clearwater’s group and technology stood out for their potential to aid us expand and scale with out escalating operations headcount,” claimed Josh Freedman, Main Functioning Officer at Ballast Equity Management. “Clearwater’s knowledge in the space swiftly helped us comprehend the purchase management system (OMS) suppliers they get the job done with, so we built the effortless final decision to select Clearwater for our running platform and their OMS suggestion for our entrance finish.”

Clearwater helps hundreds of financial commitment professionals, which includes institutional asset administrators, RIAs, household workplaces, OCIOs, fund professionals, and other buy-aspect companies modernize their operational infrastructure and provide details-led purchaser service. Clearwater stories on much more than $5.5 trillion in property for its shoppers day by day.

“Ballast Equity Administration has an amazing monitor document, to the wonderful reward of their clientele,” claimed Scott Erickson, Main Running Officer at Clearwater Analytics. “We are excited to pair those people skills with our own one of a kind proficiency: an market-greatest accounting and reporting answer. Ballast can keep on to do what they do very best, and Clearwater will make sure their functions infrastructure is successful, scalable, and chopping-edge.”

About Ballast Fairness Administration

Ballast Fairness Administration is an staff-owned asset management agency that invests along with its shoppers in large conviction portfolios of good quality small and mid-capitalization corporations. Ballast manages these portfolios of publicly traded corporations for folks, loved ones offices and institutions. Centered in Oakbrook Terrace, Illinois, Ballast was founded in 2016 by Jeff Kautz and Randy Hughes, investment professionals who formerly held senior roles at Perkins Investment Management and have invested with each other for around 20 several years. A lot more details might be discovered at

About Clearwater Analytics

Clearwater Analytics is a worldwide market-primary SaaS remedy for automated investment info aggregation, reconciliation, accounting, and reporting. Every working day, the Clearwater remedy reports on a lot more than $5.5 trillion in property for shoppers that contain top insurers, asset professionals, companies, pension plans, governments, and non-earnings corporations – encouraging them make the most of their expenditure portfolio knowledge with a earth-course item and client-centric servicing. Investment decision specialists in 50 nations around the world trust Clearwater to supply timely, validated financial investment details and in-depth reporting. Supplemental data about Clearwater can be found at, LinkedIn, and Twitter.

Perspective source edition on

Gail Marold | 919-229-9141 |[email protected]

Key phrase: UNITED STATES NORTH The united states IDAHO

Marketplace Key word: Skilled Expert services Facts Administration Technological innovation FINANCE Software program ACCOUNTING

Resource: Clearwater Analytics

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PUB: 03/23/2021 10:00 AM/DISC: 03/23/2021 10:01 AM