Moreton Financial Solutions Partners with Clearwater Analytics


Clearwater to Provide Reporting and Analytics for Clients of Utah-based Portfolio Manager

BOISE, ID – June 18, 2012 — Clearwater Analytics®, a leading provider of web-based investment accounting and reporting solutions for insurance companies, investment managers and corporate treasuries, today announced that Moreton Financial Solutions has selected Clearwater to be an exclusive, private-label partner for web-based analytics and reporting for Moreton’s client investment portfolios.

Moreton Financial Solutions is based in Salt Lake City, Utah, and provides customized money market and short- to intermediate-term, fixed-income portfolio management for a range of institutional clients, including credit unions, municipalities, corporations, hospitals, and community banks.

“I’ve worked with Clearwater in the past and am excited to work with them in the future,” said Jason Williams, President of MFS. “Clearwater assists us in consistently communicating with our clients, which is a hallmark of our firm and a reason for our success. Our portfolio management process is open, collaborative, and client facing. We selected Clearwater because it aligns with that process.”

“The principals at Moreton Financial Solutions understand that our software-as-a-service solution is incredibly valuable for a wide range of clients,” said Dave Boren, CEO of Clearwater. “We are excited to partner with Moreton to help streamline investment accounting and client reporting operations and to bring more transparency to clients.”

Clearwater Analytics provides the following benefits:

  • Transparent: Single, consolidated view of investment assets
  • Accurate: Daily aggregation, reconciliation and validation of portfolio data from multiple sources
  • Integrated: Accounting, compliance, performance and risk reporting and analytics in a single solution
  • Detailed: Drill-down capability to the individual and tax-lot level
  • Flexible: Custom dashboards, reports, date ranges, portfolio views, entitlements and benchmarks
  • Timely: Intuitive, web-based interface, accessible anytime, anywhere


About Moreton & Company and Moreton Financial Solutions

Moreton & Company is one of the West’s leading risk management consulting and insurance brokerage firms, providing specialized insurance and non-insurance solutions in every exposure area. Moreton & Company has offices in Salt Lake City, Boise, and Denver.

Moreton Financial Solutions (MFS) is a registered investment advisory firm launched in 2005 and provides fixed income portfolio management services for corporations, municipalities, non-profits, credit unions, hospitals, community banks, and insurance companies in several western states.

About Clearwater Analytics 

Clearwater Analytics® ( provides web-based investment accounting and portfolio reporting and analytics for corporate treasuries, insurance companies, asset managers, and custody banks. Clearwater’s daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency available on the market today for clients such as Cisco, Oracle, Starbucks and Yahoo!. Launched in 2004, with offices in New York City and Boise, Idaho, Clearwater Analytics reports on more than $800 billion in assets for institutional clients worldwide.