Las Vegas, Nevada, December 10-13, 2013 – Croesus participated and sponsored the 6th MarketCounsel Summit at the Four Season Hotel in Las Vegas. This summit focused on the threats of over-regulation and competition from other areas of financial services and assembled the leaders of the industry. Exhibitors ranged from top technology vendors, major custodians as well as financial consulting firms.
All exhibitors, sponsors and attendees were invited to participate in general sessions, breakout sessions and workshops guided by MarketCounsel employees, financial experts and motivating leaders, as Barney Frank and Christopher Dodd.
Foremost, this Summit provided the industry with an outstanding opportunity to develop relationships outside the educational curriculum by joining evening networking and after-hours events.
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.
About Market Counsel
MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. They deliver comprehensive and sound, yet business-savvy, regulatory compliance solutions. MarketCounsel has an impressive roster of seasoned compliance professionals paired with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of their clients. MarketCounsel’s service platform consistently delivers on the promise of trusted counsel within the wrapper of extraordinary service.