San Diego, California, January 23rd, 2015 – For the fourth consecutive year, Croesus is a Silver Sponsor of the TD Ameritrade Institutional National Conference, being held at the Manchester Grand Hyatt in San Diego from January 28th to the 30th. This conference provides advisors the opportunity to learn about the latest industry trends and business management solutions. In addition, advisors will discover ideas on how to grow their business and better serve clients through innovative technology, improved practice management and comprehensive wealth management solutions.
Speakers at this year’s conference include former U.S. Secretary of Defense, Leon Panetta, Chairman and CEO of Magic Johnson Enterprises, Magic Johnson, Associate Professor at Harvard Business School, Amy Cuddy and Chairman and CEO of X PRIZE Foundation, Peter Diamandis.
The Croesus team will be located at booth 613 in the Grand Ballroom of the Manchester Grand Hyatt San Diego.
Since 1987, Croesus has been providing investment professionals across North America with highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Over 9,500 investment professionals use Croesus to manage more than $700 billion in client assets. Croesus enables its clients to build trust with investors through tailored investment 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 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.
About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based, independent registered investment advisors and their clients. TD Ameritrade Institutional provides an advanced technology platform and personal support from dedicated service teams, enabling investment advisors to run their practices more efficiently and effectively while optimizing time with clients.
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