MONTREAL, Canada, May 7, 2013 – National Bank Financial Group is proud to recognize the excellence of its business clients through its SME Awards. For the past 18 years, this event has paid tribute to today’s decision makers who contribute to the prosperity and well-being of their communities.
Croesus is proud to be the recipient of the Regional Silver SME Award in 2013. Remy Therrien, Croesus’ President, states that “winning such an award encourages us to continue our commitment to excellence for our employees, our clients, our partners and the greater community. It is an honor to be recognized by National Bank for our work in the industry.”
Since 1987, Croesus Finansoft 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 $350 B in total Assets Under Management.
About National Bank of Canada
With $178 billion in assets as at October 31, 2012, National Bank of Canada (www.nbc.ca) together with its subsidiaries, forms one of Canada’s leading integrated financial groups, and was named among the five strongest banks in the world by Bloomberg Markets. The Bank has close to 20,000 employees and is widely recognized as a top employer. Its securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank’s activities via social media and learn more about its extensive community involvement at www.clearfacts.ca and www.commitment.nationalbank.ca.