MONTREAL, Canada, June 28th, 2013 – Croesus announced today the launch of its integration with Veo®, TD Ameritrade Institutional’s comprehensive trading and account management platform. This new integration allows advisors to access their TD Ameritrade Institutional client data in their Croesus portfolio management and CRM software to streamline their business processes.
Croesus expands its wide range of integration partners to offer an enhanced portfolio management and CRM solution to financial advisors. “With today’s advancement in technology, it is becoming increasingly challenging to continue to remain educated on all the products available. By integrating our Portfolio Management & CRM software through TD Ameritrade Institutional’s Veo® open access, we will be dramatically improving efficiency for our clients” said Croesus’ President, Remy Therrien. “We are delighted to provide our clients with this support to increase their productivity and help them manage a better client experience. This integration is another milestone in our continuous effort to help our clients progress with their practice management”.
For more information, visit www.croesus.com/tdai.
To learn more about Veo®’s open access capabilities, visit www.tdainstitutional.com/openaccess.
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 $350 B in total Assets Under Management.
About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based, independent registered investment advisors and their clients. TD Ameritrade Institutional provides an advanced technology platform and personal support from dedicated service teams, enabling investment advisors to run their practices more efficiently and effectively while optimizing time with clients. For more information, please visit http://www.tdainstitutional.com/.