New York, New York, June 18th, 2015 – Croesus will exhibit at the In|Vest 2015 conference being held at the New York Hilton Midtown from June 18th to the 19th. Over 400 senior executives from all facets of wealth management are expected including traditional banks, broker dealers, private banks, regionals and independents, online investment platforms, technology and service providers as well as venture capital and private equity investors. The conference will highlight the changes underway in the industry and offer thought leadership and a digital vision of the future.
The Croesus team will be located at booth 203 in the exhibit hall.
Since 1987, Croesus has been providing investment professionals across North America with highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Currently, 9,500 investment professionals use Croesus to manage over $700 billion in client assets. Croesus enables its clients to build trust with investors through tailored investment solutions and transparent business practices. Over the years, Croesus has built its reputation on its ability to efficiently implement its software, convert large complex data successfully and provide accurate performance calculations. By continuously investing in R&D, Croesus ensures it stays ahead of its clients’ needs and provides them the technological edge they need to remain competitive. Croesus has 115 employees and offices in Montreal, Toronto and San Diego.
About In|Vest 2015
In|Vest 2015 is a new two-day conference that will bring together the entire wealth management community including traditional wealth management firms, private banks and retail bank wealth management executives, wealth management enterprise technology and service providers, new online advisory, investing and PFM platform executives as well as venture capital investors and private equity investors to discuss how technology is changing and transforming how millennials, GenX and Boomers invest, save and receive financial advice.