SAN DIEGO, California, January 30, 2013 – Croesus sponsors the TD Ameritrade Institutional 2013 National Conference at the Manchester Grand Hyatt in San Diego, California. The four day event attracted nearly 1600 independent advisors (RIAs) from across the US. RIAs attended a series of workshops, panel discussions and presentations from leading industry experts. Guest speakers included Condoleezza Rice, 66th U.S. Secretary of State, Malcolm Gladwell, bestselling author, Alan Simpson, former U.S. Senator and Erskine Bowles, former White House Chief of Staff.
The conference provides RIAs the opportunity to discover the latest tools and market innovations. As a Silver Sponsor at the conference, Croesus offered a preview of the Croesus mobile suite for tablets and smartphones. The Croesus for Investors mobile application, running on iOS (Apple iPhone and iPad) and Android, will be available as of March while the Croesus for Advisors application is scheduled for release in June.
Since 1987 Croesus Finansoft 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, Thomson One 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.
About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based, independent registered investment advisors and their clients. TD Ameritrade Institutional provides an advanced technology platform and personal support from dedicated service teams, enabling investment advisors to run their practices more efficiently and effectively while optimizing time with clients.http://www.tdainstitutional.com/