Ballast Fairness Administration Selects Clearwater Analytics for Expenditure Accounting and Reporting

Clearwater Analytics, a world wide SaaS options company, announced today that Ballast Equity Administration has picked Clearwater’s expense knowledge administration, reconciliation, and reporting solution to provide as the accounting and reporting foundation for Ballast’s procedures.

With more than 20 years of investing working experience, Ballast’s mission is to support purchasers access their long-phrase financial goals as a result of expense in higher-high-quality smaller- and mid-cap price shares. Clearwater will deliver Ballast with daily expenditure info reconciliation, shopper invoicing, composite management, client statements, and other resources to aid the firm’s mission. Clearwater’s accounting and reporting applications will also guidance Ballast’s e-book of business enterprise as the organization grows in a new market.

“We evaluated a variety of solutions, but Clearwater’s group and technological know-how stood out for their ability to assistance us develop and scale with no growing functions headcount,” reported Josh Freedman, Main Running Officer at Ballast Equity Administration. “Clearwater’s expertise in the house rapidly assisted us recognize the order administration process (OMS) suppliers they get the job done with, so we manufactured the quick selection to pick out Clearwater for our operating platform and their OMS recommendation for our front close.”

Clearwater can help hundreds of expense supervisors, including institutional asset administrators, RIAs, loved ones offices, OCIOs, fund administrators, and other invest in-side firms modernize their operational infrastructure and deliver information-led shopper services. Clearwater stories on extra than $5.5 trillion in property for its clients daily.

“Ballast Fairness Management has an extraordinary keep track of history, to the wonderful advantage of their clientele,” explained Scott Erickson, Chief Running Officer at Clearwater Analytics. “We are fired up to pair those talents with our possess exceptional proficiency: an sector-best accounting and reporting solution. Ballast can continue to do what they do best, and Clearwater will guarantee their operations infrastructure is productive, scalable, and cutting-edge.”

About Ballast Fairness Management

Ballast Fairness Management is an personnel-owned asset administration company that invests along with its clientele in large conviction portfolios of good quality smaller and mid-capitalization firms. Ballast manages these portfolios of publicly traded firms for folks, household offices and establishments. Based mostly in Oakbrook Terrace, Illinois, Ballast was established in 2016 by Jeff Kautz and Randy Hughes, investment decision gurus who formerly held senior roles at Perkins Financial investment Management and have invested with each other for more than 20 a long time. Far more facts may be observed at

About Clearwater Analytics

Clearwater Analytics is a world marketplace-top SaaS resolution for automated investment decision info aggregation, reconciliation, accounting, and reporting. Every working day, the Clearwater option experiences on far more than $5.5 trillion in assets for customers that consist of primary insurers, asset administrators, firms, pension plans, governments, and non-gain corporations – serving to them make the most of their financial investment portfolio knowledge with a world-course merchandise and client-centric servicing. Investment decision industry experts in 50 international locations trust Clearwater to produce well timed, validated investment decision data and in-depth reporting. Additional information about Clearwater can be found at, LinkedIn, and Twitter.

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