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.
Croesus is named one of Canada’s top small and medium employers.
Croesus, a winner of Canada’s Best Managed Companies program in 2014, requalifies in 2015 to maintain its status as a Best Managed company.
Croesus Version 9 is released with an SMA/UMA functionality (segregated managed accounts and unified managed accounts).
The company celebrates 25 years of business with National Bank.
Croesus is awarded the Remarkable Employer – Ethnocultural Diversity Certification.
Due to its fast expansion and with the well-being of its employees in mind, Croesus acquires the 600, Armand-Frappier Boulevard in Laval.
Croesus signs TD Wealth, its third major financial institution in Canada among its clients.
The company opens an office in San Diego to provide service to US clients.
A partnership agreement is signed with Morningstar for supplemental ETF data.
Croesus opens an office in Toronto, in the heart of the financial district.
Croesus celebrates its 25th anniversary at Cirque Eloize with clients, employees and friends.
Croesus Version 8 is released with a Portfolio Modeling Module and tax lot accounting.
Croesus signs CIBC, its second major Canadian financial institution among its clients.
Croesus Version 7 is released with new Windows smart client architecture on .net and includes a new dashboard and Document Storage Module.
Croesus celebrates its 20th anniversary at Théâtre Outremont.
A partnership agreement is signed with Thomson Reuters for integration with the Thomson One application for real-time market data.
Croesus Version 6.5, which includes an Order Entry Module, is released.
SaaS hosting is moved from Croesus’ head office to the IBM data center for added security.
Croesus wins the Dunamis Award for Responsibility.
The company name changes from Unigiciel to Croesus to match the name of its software.
The company is featured on the cover of Conseiller magazine.
Croesus Version 4.5 is released with the first client on SaaS model.
The first client server and Windows-based version of Croesus is released.
Unigicel signs Desjardins Wealth Management Securities as a client.
The first corporate office is opened in Laval, moving operations from Remy’s home to a commercial space.
Unigiciel signs its first client contract with Lévesque Beaubien Geoffrion (now National Bank Financial).
Version 2 of Croesus is released for the first pilot project at Lévesque Beaubien Geoffrion (now National Bank Financial).
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.
DOS-based Version 1 is released.
Remy Therrien and Carol Jean incorporate their start-up company which they name Unigiciel.
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.