Colorado Startup Fund Manager Happy With Linedata
In September of last year, two Cutwater Asset Management employees broke away and started Public Trust Advisors, a Denver fund manager. Shortly thereafter, Public Trust Advisors was awarded management of ColoTrust, a pooled investment trust of over 1,200 Colorado municipalities with $4 billion in assets. Now under a spotlight, it needed fast solutions for transfer agency, fund accounting, compliance, reporting, and order management.
"Based on past experiences, we didn't want to mix and match,"
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