Anaheim, California, February 10-12, 2014 – Croesus attended the Technology Tools for Today (T3) Enterprise Conference in Anaheim, California. The three-day event, held by David J. Drucker and Joel P. Bruckenstein, provided the opportunity to broker-dealer executives, chief technology officers and heads of larger RIA firms to meet with technology solutions providers and discover the latest technology solutions on the market.
As a Silver Sponsor at the T3 Enterprise Conference, Croesus was part of the exhibitors with the leading technology vendors and offered demonstrations of its software as well as its new mobile application for advisors and investors.
During the conference, Vincent Guyaux, Vice President of Business Development at Croesus, participated on a panel to discuss portfolio management systems. During the presentation, Mr. Guyaux suggested that RIAs should understand the vision of the company towards the product while making sure to find a culture fit when selecting a technology solution provider.
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 $480 B in total Assets Under Management. For more information, visit the Croesus website at www.croesus.com.
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.
For more information, visit the T3 website at www.technologytoolsfortoday.com
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