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,"

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: