Investment Accounting Solutions

We provide a fully integrated, web-based Accounting, Compliance and Risk reporting platform powered by Clearwater Analytics that can benefit our insurance clients by being;

- Transparent: Single, consolidated view of investment assets, including Statutory Deposits

- Complete: Multi-bases, multi-currency accounting for insurers, including GAAP, STAT and Schedule D

- Integrated: Accounting, compliance and risk reporting in one solution

- Accurate: Investment data aggregated, reconciled and validated on a daily basis

- Detailed: Easily drill-down from high-level reports to the individual security and tax-lot level

- Flexible: Custom date ranges, portfolio views, and entitlements

- Timely: Intuitive, web-based interface, accessible anytime, anywhere

- Economical: No software to manage, no hardware to purchase and maintain, no implementation or maintenance fees

- Dedicated: A certified, world-class client service team works as an extension of your team

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Excellence in Insurance Asset Management for over 25 years
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Insurance Asset Management
Why Madison Scottsdale?
Our Process - Madison Scottsdale
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”), which also includes the Madison Scottsdale office. MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.

Any performance data shown represents past performance. Past performance is no guarantee of future results.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.

This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.