June 19, 2012

Cover Story

CEO of the Year

Utah’s business landscape is rich with professionals who have le...Read More

Featured Articles

Did you go Skiing this winter?

Around Utah

Sections

Spotlight
Martin Plaehn

Spotlight
Karen Sendelback

Legal Briefs
Social Media and Employers: Friends or Enemies?

Money Talk
The Case for HSAs

Economic Insight
Time to Show Up

Lessons Learned
Make a Move

TechKnowledge
In the Lab

EntrepreneurEdge
Rent to Own

Business Trends
Back from the Dead

Living Well
Artful Inspiration

Features
A Breath of Fresh Air

Features
Worst-Case Scenario

Regional Report
Northern Utah

Focus
Measure Up

Industry Outlook
Travel & Tourism

Players
Players

Article

Moreton Financial Solutions Partners with Clearwater Analytics

Press Release

June 19, 2012

Clearwater Analytics, a leading provider of web-based investment accounting and reporting solutions for insurance companies, investment managers and corporate treasuries, 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
Utah Business Social
UB Events View All
CEO of the YearUtah Business Event
Mar 20, 2015
Utah Business Magazine and Presenting Sponsors - Holland & Hart and Newmark Grubb ACRES - are pro...
Job Summit 2015Utah Business Event
Apr 10, 2015
Position your company as a Premier Employer in today's competitive job market! Utah Business maga...
30 Women to WatchUtah Business Event
May 21, 2015
Utah Business magazine and Snell and Wilmer are proud to announce the 18th annual 30 Women To Wat...
Community Events View All
CEH - Certified Ethical Hacker
Mar 2, 2015
Learn to hack like a pro, while pleasing the boss! The ethical hacker is usually a trusted employ...
Advance Your HR Career by Building Credibility, Trust, and Professionalism
Mar 3, 2015
Even if you know your craft, do you know how to improve others’ perception of your ability and pr...

info@utahbusiness.com  |  90 South 400 West, Ste 650 Salt Lake City, Utah 84101   |  (801) 568-0114

Advertise with Utah Business

Submit an Event

* indicates required information
* Event Name:
Price (general):
Website (if applicable):
Coordinator's Name:
Coordinator's Email:
Coordinator's Phone:
Venue Name:
Venue Address:
Venue City:
Venue Zip:
Event Capacity:
Date(s):
to
* Event Description:
  Cancel