Beacon Pointe Advisors, a US-based registered investment advisory (RIA) firm has partnered with Clearwater Analytics to provide investment accounting and reporting solutions for its rapidly growing business.
Under the partnership, Clearwater will offer Beacon Pointe a web-based reporting platform that will assist Beacon’s growth strategy.
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Beacon Pointe has selected Clearwater for providing transparency into daily performance reporting and compliance monitoring.
Additionally, Clearwater will provide Beacon additional benefits such as transparency of investment assets, accuracy of portfolio data, integration, drill-down capability to the tax-lot level, flexibility and timeliness.
Garth Flint, CEO and founder of Beacon Pointe Advisors, said: "Clearwater allows us to strategically scale and accommodate our new client growth, as well as provide our current clients with a compelling reporting solution."
Dave Boren, CEO of Clearwater, said: "Beacon Pointe excels at providing customized and strategic asset management services for a diverse range of clients, and they understand how Clearwater’s software-as-a-service solution and vast industry expertise is very valuable in strengthening investment accounting and reporting for their clients."
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By GlobalDataFounded in 2002, Beacon Pointe with over $7 billion in assets under management serves a diverse group of clients, including endowments, foundations, institutions, and HNW individuals and families.
