06 Feb Croesus is a 2013 Dunamis Awards Finalist
MONTREAL, Canada, February 6, 2013 – Croesus is proud to be among the finalists for the 2013 DUNAMIS Awards, nominated in the Human Resource Management and Innovation categories. The DUNAMIS Awards, held by the Chamber of Commerce and Laval Industry, promotes companies and entrepreneurs who encourage the local economy. The winners will be announced on March 27th.
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.
Vice-President, Business Development and Strategic Partnerships