MONTREAL, Canada, February 21, 2013 – We are pleased to announce Croesus’ nomination for a prestigious Mercuriades award. The Mercuriades is a contest organized by the Federation of Chambers of Commerce of Quebec (FCCQ), the largest business network in Quebec since 1981. The Mercuriades celebrate the entrepreneurship, success and ambition of local businesses. Croesus is a finalist in the Quebec Innovation Investment category. The winners will be announced on April 11th at the Palais des Congrès in Montreal.
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.