CASE STUDY: INSTITUTIONAL TRUSTEE & CUSTODIAN BENEFIT TRUST COMPANY The Company Benefit Trust Company, an institutional trustee and custodian, is focused on the delivery of trust, custody and fiduciary services to corporations, institutions and executives. Core offerings include custom benefit plans, trustee and custodial services, mutual fund trade clearance and settlement, portfolio unitization, investment management and collective trust services. The Challenge Benefit Trust sought a robust, scalable, cost-effective replacement for a legacy accounting system that had been used for the daily pricing of pooled investment vehicles, including fund-of-fund portfolios, separately managed accounts, employer stock funds, collective investment trusts and portfolios having master fe

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