Croesus at SIFMA Financial Services Technology Leaders Forum and Expo

Press Room

Croesus at SIFMA Financial Services Technology Leaders Forum and Expo

NEW YORK, USA, June 19, 2012 — Croesus will be attending the SIFMA Financial Services Technology Leaders Forum and Expo June 19th -20th at the Hilton New York.

Croesus Finansoft invites participants to visit booth 1418 for a sneak peek of Croesus Version 9 and the Croesus tablet application.

The SIFMA Technology Leaders Forum and Expo brings together more than 3,000 senior financial services operations and technology professionals and the top technology exhibitors to discover the latest trends and solutions.

About Croesus
Since 1987 Croesus has provided brokerage firms and independent advisors an advanced portfolio management and integrated CRM software. Croesus enables investment advisors to improve the management of portfolios and relationships, optimize the assessment of performance returns, while reducing exposure to risk by meeting GIPS compliance requirements. As a comprehensive solution, the Croesus SaaS platform integrates with major back-end systems such as IBM, custodians like TD Ameritrade and financial information providers that include Morningstar and Fundata. The software of choice for leading brokerage firms like CIBC Wood Gundy and National Bank Financial, Croesus clients manage over $350 B in total Assets Under Management.

SIFMA brings together the shared interests of hundreds of securities firms, banks and asset managers. These companies are engaged in communities across the country to raise capital for businesses, promote job creation and lead economic growth.

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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