BOISE, Idaho — Clearwater Analytics and Seelaus Asset Management announced today that Seelaus has selected Clearwater’s solution for automated investment data aggregation, reconciliation, accounting, and reporting services.
Seelaus Asset Management, headquartered in Chatham, New Jersey, is a SEC-registered Investment Advisor (RIA) specializing in portfolio management across equity and fixed income. It is a wholly owned subsidiary of R. Seelaus & Co., Inc., a full-service financial firm and certified Women’s Business Enterprise.
Clearwater will provide the data and tools to support Seelaus’ growing asset management business. Clearwater’s comprehensive portfolio accounting, client reporting, and billing solution will provide coverage for Seelaus’ entire product offering and strengthen Seelaus’ ability to scale its business as it continues to provide individualized service to its clients.
“We chose Clearwater because it’s a user-friendly platform that provides complex coverage for our variety of portfolios,” said Kenny Klein, Chief Executive Officer at Seelaus Asset Management. “We are looking forward to a partnership with Clearwater and the benefits in excellent data and reporting that we’ll be able to pass on to our clients.”
“Clearwater offers to Seelaus what so many investment managers are looking for right now: a comprehensive solution. Starting with aggregation, recon, and accounting, straight through to our analytics, reporting, and business tools like billing and statementing, Clearwater fuels daily investment operations, giving teams the upper hand in timeliness, accuracy, and the ability to service clients," said Scott Erickson, Chief Operating Officer at Clearwater Analytics. "Seelaus has clearly built their business on excellence, particularly in the quality of service they provide to clients. We are excited to support them in their ongoing success."
About Seelaus Asset Management
Seelaus Asset Management is a New Jersey based Women-Owned RIA specializing in portfolio management across equity and fixed income. Seelaus Asset Management is a wholly owned subsidiary of R. Seelaus & Co., Inc., a full-service financial firm. Seelaus Asset Management serves a diverse client base including Institutions, High-Net-Worth Individuals, Foundations, Endowments and Financial Advisors across the United States.
For more information, please refer to www.rseelaus.com.
About Clearwater Analytics
Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more.
Each day, the Clearwater solution reports on more than $4 trillion in assets for clients that include American Family Insurance, Arch Capital, Aureum Re, Cisco, CopperPoint Mutual Company, C.V. Starr & Co., Facebook, J.P. Morgan, Knights of Columbus Insurance, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, Unum Group, WellCare Health Plans, Wilton Re., and many others.
Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Investment professionals in 49 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.
Additional information about Clearwater can be found at www.clearwater-analytics.com
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