Las Vegas, Nevada, January 16, 2016 – Croesus will exhibit at the 2016 AICPA Advanced Personal Financial Planning Conference being held at the Bellagio in Las Vegas from January 18 to 20.
This high-level conference prepares attendees for the impact legislative and regulation changes will have on their practice and clients. Advanced technical learning programs are offered to participants to acquire new knowledge that will allow them to provide accurate advice on retirement, estate, investment, insurance and individual tax planning.
The Croesus team will be located at booth 220 in the Bellagio Tower Ballroom to present its All-in-One Software for RIAs that offers portfolio management, performance calculations, client reporting including daily data reconciliation and a wide range of services.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use the Croesus application to manage over $800 billion in assets. With its 150 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with its clients to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a 2014 winner of Canada’s Best Managed Companies and has offices in Montreal, Toronto and San Diego.
Founded in 1887, the American Institute of CPA’s (AICPA) is the largest association representing the accounting professionals with over 412,000 members established in more than 144 countries. AICPA’s members are divided into various fields of practice such as business and industry, public practice, government, education and consulting. The association determines standards for audits of private companies, and other services provided by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards. The AICPA’s founding established accounting as a profession renowned for its rigorous educational requirements, high professional standards, and strict code of professional ethics, licensing status, and for its commitment to serving the public interest.