History

Launch of Croesus Vidia.

Croesus opens an office in Geneva.

Launch of Croesus Central, a next-generation portfolio rebalancing product.

Croesus and Conquest Planning become strategic partners.

Croesus is selected among the 100 most innovative WealthTech in the world.

Croesus announces the acquisition of softTarget, a company specializing in portfolio rebalancing and investment compliance.

We launch the Croesus Lab, an initiative implemented to drive technological innovation.

Version 9 of Croesus Advisor is launched. This version includes a UMA/SMA function (unified managed account and segregated managed account).

We continue to grow and acquire 600 Armand-Frappier Boulevard in Laval.

A contract is signed with TD Wealth, which becomes the fourth major Canadian financial institution among our clients.

We celebrate our 25th anniversary and open our Toronto office, located in the heart of the Financial District.

Version 8 of the software is launched. This includes the Portfolio module and tax lot accounting functions.

A contract is signed with CIBC, which becomes the third major Canadian financial institution among our clients.

Version 7 of the software, based on the new Windows Smart Client architecture on the .NET platform, is launched.

SaaS hosting moves from Croesus to IBM’s data centre for greater security.

Our company name is changed from Unigiciel to Croesus to match our software name.

Version 4.5 of Croesus is launched. This is the first SaaS-model version.

The first client-server version of Croesus for Windows is launched.

A contract is signed with Desjardins Wealth Management Securities, which becomes a new client.

We open our first office in Laval. The company’s activities are migrated to a commercial space.

A contract is signed with Lévesque Beaubien Geoffrion (now National Bank Financial), which becomes our first client.

The first version of the software, named Croesus, is presented to investment advisors.

The first version of the DOS software is launched.

Rémy Therrien and Carol Jean incorporate their budding business and call it Unigiciel.