Montreal, February 18th, 2015 – Croesus’ President Remy Therrien is interviewed by Conseiller, a Quebec magazine for financial advisors. Conseiller first published an article on the company in 2000. Fifteen years later, the subject of this article is the evolution of the company since, highlighting some of its major achievements and obstacles encountered. In the article, Mr. Therrien describes the company’s strategies for progress and how it maintains its competitiveness in the market. With a look to the future, he describes the upcoming technological developments that will impact his industry and how the company is planning for them.
To read the French article: Croesus in Conseiller magazine
Since 1987, Croesus has been providing investment professionals across North America with highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Over 9,500 investment professionals use Croesus to manage more than $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 implement its software efficiently, convert large complex data successfully, and provide accurate performance calculation. By continuously investing in R&D, Croesus ensures to stay ahead of its clients’ needs and provide them the technological edge they need to remain competitive. Croesus has 115 employees and offices in Montreal, Toronto & San Diego.
Conseiller is the must-read source of information for Québec financial advisors, featuring local stories on Québec issues, special reports and interviews with Québec industry leaders. With informative content and business-building tools for professional advisors, Conseiller focuses on key issues pertaining to practice management, client management and tax management.
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