17 Oct Croesus Attends National Bank Correspondent Network’s Annual Conference
MONTREAL, Canada, October 17, 2012 – Croesus attends National Bank Correspondent Network’s 17th Annual Conference at the Westin Trillium House in Blue Mountains Ontario. The two day conference provides attendees the opportunity to meet other industry professionals, service providers and attend various presentations and roundtable discussions.
The conference was a great platform to promote the launch of Croesus Version 8 and preview the new Croesus investor mobile application.
“Croesus is a proud partner of NBCN and we look forward to taking part of their annual conference ever year. It provides us the opportunity to showcase new functionalities and discuss upcoming software advancements with our clients”, says Guy Sirois, Vice President of Sales and Corporate Affairs.
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, 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 National Bank Correspondent Network (NBCN)
NBCN is an independent, wholly owned subsidiary of National Bank Financial. NBCN provides clearing and brokerage services to independent securities firms, financial planners, investment counsellors and money managers. At present, there are over 100 independent financial service firms that entrust over $47 billion in assets under administration to NBCN. www.nbcn.ca
Vice-President, Business Development and Strategic Partnerships