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Clearwater Analytics Announces the Winners of its Customer Awards Program

Published: 2023-09-20 13:00:00 ET

Blackstone, J.P. Morgan, Nationwide, Resolution Life US & Transamerica Among Firms that Exemplify Operational Excellence in Investment Accounting

BOISE, Idaho, Sept. 20, 2023 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the winners of its Client Awards at Clearwater Connect 2023. Clearwater's Client Awards highlight individuals, teams, and firms that have achieved growth, operational excellence, transformations and more with Clearwater's award-winning investment accounting platform.

"Gathering under the banner of innovation in investment accounting, this year's Clearwater Award recipients exemplify the pursuit of excellence and demonstrate what is possible when we unite in purpose to become better together," said Susan Ganeshan, Chief Marketing Officer at Clearwater Analytics. "Today we celebrate not only their personal accomplishments, but a vibrant global community of innovators setting industry trends, breaking barriers, and achieving unparalleled success."

The winners of this year's Clearwater Connect 2023 Client Awards are:

POWER USER Clearwater is recognizing these individuals for their expert-level knowledge using Clearwater's technology. These power users adopt new feature functionalities as they are released and use the system in efficient, innovative ways through custom dashboards and reports.

Jon Williams, Assistant Controller, Deseret Mutual Benefit Administrators
Stacy Crook, Principal and Director of Investment Accounting, Asset Allocation & Management Company

TRAILBLAZERClearwater is honoring this firm for taking a leap in their business and adopting cloud and SaaS technology for investment operations. This winner has defined a new path for their organization, demonstrating their ability to lead through example.

Global Atlantic Financial Group

GROWTH ENABLERClearwater is honoring these firms for demonstrating that rapid growth of AUM doesn't slow or stop their progress. They are recognized for turning their invest-ops team into a growth enabler.

J.P. Morgan
Prosperity Life Group

MVPClearwater is recognizing these individuals for demonstrating their passion for investment accounting while ensuring reporting, compliance, and risk are managed in a thorough, comprehensive manner.

Rohit Sood, Head of Investment Accounting & Finance Services, Arch Capital Group
Merihan Tynan, Chief Compliance Officer at Cove Street Capital
Josh Kopechek, Sr. Director, Technology & Transformation, Nationwide

OPERATIONAL EXCELLENCEClearwater is honoring this firm for turning their operations into a fast-paced, high-quality engine, while running a lean, efficient team.

Resolution Life US

PARTNERED FOR SUCCESSClearwater is honoring these firms for driving successful solutions to market while enabling clients to scale and grow quickly.

Blackstone
Transamerica

About Clearwater Analytics

Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater's trusted data to drive efficient, scalable investing on more than $6.4 trillion in assets spanning traditional and alternative asset types. Additional information about Clearwater can be found at clearwateranalytics.com.

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SOURCE Clearwater Analytics

Enhanced Investments, Inc.
329 South Oyster Bay Road #2085
Plainview, NY 11803
team@eninvs.com

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Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
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Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

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All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.