Ballast Equity Management Selects Clearwater Analytics for Investment decision Accounting and Reporting – Press Release

BOISE, Idaho–(Enterprise Wire)–Clearwater Analytics, a global SaaS answers company, announced nowadays that Ballast Fairness Management has chosen Clearwater’s expenditure knowledge administration, reconciliation, and reporting solution to serve as the accounting and reporting foundation for Ballast’s techniques.

With much more than 20 a long time of investing expertise, Ballast’s mission is to enable consumers achieve their extensive-time period economical goals through expenditure in superior-quality compact- and mid-cap value shares. Clearwater will offer Ballast with day-to-day financial commitment details reconciliation, shopper invoicing, composite management, consumer statements, and other applications to support the firm’s mission. Clearwater’s accounting and reporting instruments will also aid Ballast’s book of organization as the firm grows in a new marketplace.

“We evaluated a selection of answers, but Clearwater’s team and technologies stood out for their capacity to support us develop and scale without increasing operations headcount,” claimed Josh Freedman, Chief Operating Officer at Ballast Fairness Management. “Clearwater’s encounter in the area swiftly served us recognize the order management process (OMS) distributors they function with, so we designed the uncomplicated determination to pick out Clearwater for our functioning platform and their OMS recommendation for our front finish.”

Clearwater allows hundreds of investment managers, which includes institutional asset supervisors, RIAs, family places of work, OCIOs, fund administrators, and other acquire-facet companies modernize their operational infrastructure and deliver facts-led buyer company. Clearwater studies on extra than $5.5 trillion in belongings for its purchasers day-to-day.

“Ballast Equity Administration has an spectacular track record, to the good benefit of their clientele,” explained Scott Erickson, Main Running Officer at Clearwater Analytics. “We are energized to pair all those abilities with our very own exclusive proficiency: an sector-best accounting and reporting solution. Ballast can continue on to do what they do finest, and Clearwater will assure their operations infrastructure is effective, scalable, and chopping-edge.”

About Ballast Equity Management

Ballast Fairness Management is an staff-owned asset management firm that invests alongside its clients in significant conviction portfolios of good quality compact and mid-capitalization enterprises. Ballast manages these portfolios of publicly traded businesses for people today, household offices and establishments. Primarily based in Oakbrook Terrace, Illinois, Ballast was started in 2016 by Jeff Kautz and Randy Hughes, financial commitment experts who formerly held senior roles at Perkins Investment Management and have invested jointly for over 20 several years. A lot more data may be identified at

About Clearwater Analytics

Clearwater Analytics is a world-wide sector-top SaaS option for automated expenditure data aggregation, reconciliation, accounting, and reporting. Every single working day, the Clearwater alternative stories on much more than $5.5 trillion in belongings for shoppers that contain foremost insurers, asset professionals, companies, pension ideas, governments, and non-profit corporations – aiding them make the most of their investment decision portfolio data with a planet-class merchandise and shopper-centric servicing. Investment decision experts in 50 nations around the world rely on Clearwater to produce well timed, validated expenditure info and in-depth reporting. More information about Clearwater can be identified at, LinkedIn, and Twitter.

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