Toronto, October 23th, 2014 – Croesus is pleased to sponsor and present at the National Bank Correspondent Network’s (NBCN) 19th annual conference that is being held in Toronto. Bringing together various industry experts, the conference offers investment professionals the opportunity to learn more about the latest industry trends, the impact of new regulations and best business practices.
During the conference, David Mastroberardino, Product Director at Croesus, will present how investment professionals and technology can enhance investor trust in the financial industry. As Canadians trust the technology industry more than any other, David will demonstrate how financial institutions can benefit from collaborating with proven technology providers. Join him on Friday October 24 from 11:45am to 12:30pm for his presentation.
In addition, the Croesus team will be exhibiting at the NBCN Conference. Come by their booth to discover the latest innovations in portfolio management solutions.
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.
With more than 20 years of continuous service, National Bank Correspondent Network is an important provider of wholesale securities processing in Canada and continually redefines the industry through innovative product development, expert client care and leading technology. National Bank Correspondent Network provides execution, clearing, custody, prime brokerage and administrative services to Independent Securities firms and Portfolio Managers. The team is dedicated to giving our clients the very best of service and the breadth of investment choices necessary to build a successful practice.
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