Fort Lauderdale, Florida, February 9, 2016 – Croesus will be a Silver Sponsor at the 2016 T3 Conference – Advisor Edition taking place February 10–12, 2016, at the Marriott Harbor Beach Resort.
The conference will enable participants to gather advice and develop business practices that will make it possible for them to grow in a world that is increasingly focused on technological advancement. In addition to furnishing cutting-edge solutions, this event fosters interaction among advisors, financial institutions, and technology companies, giving them the opportunity to discuss the emergence of the most recent financial technology tools.
Croesus Business Analyst Steeve Pratte will speak at 9:15 a.m. on February 12, examining the essential elements of a strong visual brand and demonstrating how technology can help a company constantly reinforce the message it wants to convey.
The Croesus team will be located at booth 408 to present its All-in-One Software for RIAs that offers portfolio management, performance calculations, client reporting including daily reconciliation, and a wide range of services.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use the Croesus application to manage over $800 billion in assets. With its 150 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with its clients to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a 2014 winner of Canada’s Best Managed Companies and has offices in Montreal, Toronto and San Diego.
About Technology Tools for Today
In late 2001, Bloomberg Press published Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead and Wasted Hours by David J. Drucker and Joel P. Bruckenstein. Virtual Office Tools combined timeless practice management recommendations with the latest in technology to show advisors how to achieve dramatic improvements in profitability and lifestyle by following its precepts. Financial advisors applauded the book and inevitably asked the question, “How often will you revise it to keep your technology recommendations up to date?” Most books with perishable information are revised every couple of years, or annually, at best. Authors Drucker and Bruckenstein decided this was much too slow a pace to accommodate the more frequent technological innovations available to advisors, and that a monthly publication of some sort would better serve their readers. Hence, Technology Tools for Today (formerly Virtual Office News), their monthly newsletter, which they began publishing in January 2003. In 2015, Drucker announced his retirement at the 10th annual T3 Conference for advisors and the T3 Newsletter in its then current form was put to rest (a new T3 Information Portal will be launch in 2016). But the T3 legacy that Drucker and Bruckenstein established lives on through by-invitation-only tech retreats and the T3 conferences.
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