Chicago, October 21th, 2014 – Croesus participates in the 2014 Women Advisors Forum that is being held in Chicago. Bringing together top financial advisors and planners, the Women Advisors Forum is the place for women in the advisory business to gather cutting-edge, valuable insights on the latest strategies for practice growth, network building, and sustaining success in today’s shifting markets. The Croesus team will be exhibiting at the Women Advisors Forum. Come by their booth to discover the latest innovations in portfolio management solutions. For more information on the Women Advisors Forum, visit www.financial-planning.com/conferences/women-advisors-forum.
Since 1987, Croesus has been providing investment professionals across North America with highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Over 9,000 investment professionals use Croesus to manage more than $500 billion in client assets across 5.25 million accounts. Croesus enables its clients to build trust with investors through tailored solutions and transparent business practices. Over the years, Croesus has built its reputation on its ability to implement its software efficiently, convert large complex data successfully, and to provide accurate performance calculation. By continuously investing in R&D, Croesus ensures to stay ahead of its clients’ needs and provide them the technological edge they need to remain competitive. Croesus has 115 employees and offices in Montreal, Toronto & San Diego.
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