PME en lumière

2016

In October, Croesus won the 2016 PME en lumière prize. Named SME of the month in January, Croesus was among the eight finalists competing for the SME of the year title.

2016 - SME - Canada's Top Small & Medium Employers

2016

Croesus is named one of Canada’s top small and medium employers.

2015 - Best Managed Companies

2015

Croesus, a winner of Canada’s Best Managed Companies program in 2014, requalifies in 2015 to maintain its status as a Best Managed company.

2015 - Croesus Version 9

2015

Croesus Version 9 is released with an SMA/UMA functionality (segregated managed accounts and unified managed accounts).

2014 - 25 years - National Bank

2014

The company celebrates 25 years of business with National Bank.

2014 - Remarkable Employer – Ethnocultural Diversity

2014

Croesus is awarded the Remarkable Employer – Ethnocultural Diversity Certification.

2013 - Croesus Laval

2013

Due to its fast expansion and with the well-being of its employees in mind, Croesus acquires the 600, Armand-Frappier Boulevard in Laval.

2013 - TD

2013

Croesus signs TD Wealth, its third major financial institution in Canada among its clients.

2013 - Croesus - San Diego

2013

The company opens an office in San Diego to provide service to US clients.

2012 - Morningstar

2012

A partnership agreement is signed with Morningstar for supplemental ETF data.

2012 - Croesus - Toronto

2012

Croesus opens an office in Toronto, in the heart of the financial district.

2012 - 25th Anniversary

2012

Croesus celebrates its 25th anniversary at Cirque Eloize with clients, employees and friends.

2011 - Croesus Version 8

2011

Croesus Version 8 is released with a Portfolio Modeling Module and tax lot accounting.

2010 - CIBC - Wood Gundy

2010

Croesus signs CIBC, its second major Canadian financial institution among its clients.

2009 - Croesus Version 7

2009

Croesus Version 7 is released with new Windows smart client architecture on .net and includes a new dashboard and Document Storage Module.

2007 - 20th Anniversary

2007

Croesus celebrates its 20th anniversary at Théâtre Outremont.

2005 - Thomson Reuters

2005

A partnership agreement is signed with Thomson Reuters for integration with the Thomson One application for real-time market data.

2004 - Croesus Version 6.5

2004

Croesus Version 6.5, which includes an Order Entry Module, is released.

2003 - IBM

2003

SaaS hosting is moved from Croesus’ head office to the IBM data center for added security.

2003 - Dunamis Award

2002

Croesus wins the Dunamis Award for Responsibility.

2001 - Croesus Logo

2001

The company name changes from Unigiciel to Croesus to match the name of its software.

2000 - Conseiller Magazine

2000

The company is featured on the cover of Conseiller magazine.

2000 - SaaS

2000

Croesus Version 4.5 is released with the first client on SaaS model.

1997 - Croesus Version 3

1997

The first client server and Windows-based version of Croesus is released.

1996 - Desjardins

1996

Unigicel signs Desjardins Wealth Management Securities as a client.

1993 - Croesus Laval

1993

The first corporate office is opened in Laval, moving operations from Remy’s home to a commercial space.

1992 - National Bank

1992

Unigiciel signs its first client contract with Lévesque Beaubien Geoffrion (now National Bank Financial).

1990 - Croesus Version 2

1990

Version 2 of Croesus is released for the first pilot project at Lévesque Beaubien Geoffrion (now National Bank Financial).

1989 - V1 Presentation

1989

Version 1 of the software is presented to investment advisors of Lévesque Beaubien Geoffrion (now National Bank Financial) during their annual conference. For this occasion, they name the software Croesus.

1987 - Croesus Version 1

1987

DOS-based Version 1 is released.

1987 - Unigiciel

1987

Remy Therrien and Carol Jean incorporate their start-up company which they name Unigiciel.

1986 - Remy Therrien

1986

Carol Jean, an investment advisor at Lévesque Beaubien (now National Bank Financial), hires 21-year-old student Remy Therrien to build portfolio management software. Remy develops the first version of the software over the summer while working in Gaspésie.