Carol Jean, investment advisor at Lévesque Beaubien, hires 21-year-old student Rémy Therrien to create a portfolio management software.
1987
Rémy Therrien and Carol Jean incorporate their budding business and call it Unigiciel.
1987
The first version of the DOS software is launched.
1989
The first version of the software, named Croesus, is presented to investment advisors.
1992
A contract is signed with Lévesque Beaubien Geoffrion (now National Bank Financial), which becomes our first client.
1993
We open our first office in Laval. The company’s activities, which were previously carried out at Rémy’s home, are migrated to a commercial space.
1996
A contract is signed with Desjardins Wealth Management Securities, which becomes a new client.
1997
The first client-server version of Croesus for Windows is launched.
2000
Version 4.5 of Croesus is launched. This is the first SaaS-model version.
2001
Our company name is changed from Unigiciel to Croesus to match our software name.
2003
SaaS hosting moves from Croesus to IBM’s data centre for greater security.
2009
Version 7 of the software, based on the new Windows Smart Client architecture on the .NET platform, is launched.
2010
A contract is signed with CIBC, which becomes the second major Canadian financial institution among our clients.
2011
Version 8 of the software is launched. This includes the Portfolio module and tax lot accounting functions.
2012
We celebrate our 25th anniversary and open our Toronto office, located in the heart of the Financial District.
2013
A contract is signed with TD Wealth, which becomes the third major Canadian financial institution among our clients.
2013
We continue to grow and acquire 600 Armand-Frappier Boulevard in Laval.
2015
Version 9 of Croesus is launched. This version includes a UMA/SMA function (unified managed account and segregated managed account).
2017
February marks the official launch of Croesus Data Analytics, our business intelligence tool.
2018
We launch the Croesus Lab, an initiative implemented to drive technological innovation.
2019
Croesus announces the acquisition of softTarget, a company specializing in portfolio rebalancing and investment compliance. softTarget’s flagship software becomes Croesus Central.
2020
Croesus is selected among the 100 most innovative WealthTech in the world.
2021
Croesus and Conquest Planning become strategic partners.
2021
Launch of Croesus Central, a next-generation portfolio rebalancing product.