27 Jan Croesus Featured in Laval Technopole’s Magazine as the Benchmark in Portfolio Management Solutions in Canada
Montreal, January 27, 2014 – Croesus is pleased to report that its President and CEO, Rémy Therrien, was featured in Laval Technopole’s magazine, wherein Croesus is described as setting the benchmark for portfolio management solutions in Canada.
Mandated by the City of Laval, Laval Technopole promotes and ensures Laval’s economic development by seeking out new investments, by attracting new businesses and by supporting those already in place within the territory.
Laval is a city part of the Greater Montreal area, Canada, where Croesus has its headquarters. Croesus has also offices in Toronto, Canada and Boston, USA.
Read the article here.
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 Laval Technopole
The mission of Laval Technopole consists of promoting Laval as a leading economic region in Quebec, drawing investments to the Laval region, stimulating the growth of Laval-based companies, implementing tools that create value and support the advancement of Laval’s sectors of excellence, notably through the establishment of links between businesses and universities; showcasing Laval-based businesses on the national and international economic stage; negotiating strategic agreements with other entities to forge alliances that benefit Laval companies and help the technopole’s sectors grow and thrive. For more information, visit the Laval Technopole website at https://www.lavaleconomique.com/.
Frédéric Le Bouar
Director of Product Marketing and Business Promotion