20 Sep Croesus Celebrates its 25th Anniversary
MONTREAL, Canada, September 20, 2012 – Croesus celebrates its 25th anniversary with a gala evening at Cirque Éloize. Over 110 clients, partners and employees were present at the celebration to commemorate the company’s achievements over the years.
Clients and partners from CIBC Wood Gundy, National Bank Financial, Desjardins Securities, National Bank Correspondent Network, IBM, Industrial Alliance and Croft Financial Group attended the evening filled with spectacular performances by the renowned Cirque Éloize artists. The celebrations were held at the head office and training facilities of Cirque Éloize, located in the historic Dalhousie Station in the heart of Old Montreal. Catered by the Fairmont Queen Elizabeth, the gala event included speeches by company President Remy Therrien, Vice-president of R & D, Sylvain Simpson and Director of Product, David Mastroberardino.
The first version of Croesus was developed over 25 years ago by Remy Therrien as a side project during his university studies. Developed to help portfolio managers automate time-consuming tasks, Croesus is now one of the leading, comprehensive softwares used by banks and brokerage firms.
“As a company we wanted to celebrate 25 years of success and thank our clients and employees for their dedication and support”, says Remy Therrien, Croesus President & CEO.
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 and Fundata. The software of choice for leading brokerage firms like CIBC Wood Gundy and National Bank Financial, Croesus clients manage over $350 B in total Assets Under Management.
About Cirque Éloize
Cirque Éloize has been creating moving performances filled with magic since 1993. Continually striving for artistic perfection, it is one of the leaders in contemporary circus arts. Based on the multidisciplinary talents of its artists, Cirque Éloize expresses its innovative nature through theatricality and humanity, and combines circus arts with music, dance and theatre in a path-breaking and original manner. With nine original productions to its credit, Cirque Éloize has presented almost 4,000 performances in over 436 cities and 36 countries. www.cirque-eloize.com
Vice-President, Business Development and Strategic Partnerships