Montreal, March 4, 2014 – Croesus is featured in Finance et Investissement as part of a set of articles on financial technologies.
During the interview, Vincent Guyaux, Vice President Business Development, and Isabelle Gervasio, Product Marketing Manager discussed how Croesus meets the main challenges of the financial service industry, its expansion in the U.S. market as well as its upcoming projects.
The article is available at www.finance-investissement.com
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 $480 B in total Assets Under Management.
About Finance & Investissement
Finance et Investissement was launched in November 1999 for French-speaking financial professionals. Finance et Investissement reports on the people, products, trends and technologies in Canada’s financial services sector, with a focus on the Quebec financial market. In addition to a strong news component, our newspaper offers sales, marketing and technology features that help advisors build their businesses. The editorial team of Finance et Investissement is based in Montreal in order to create content that are specific to Quebec’s financial services community. For more information, go to www.finance-investissement.com.
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