San Diego, California, January 31, 2017 – For the sixth consecutive year, Croesus is a Silver Sponsor at the TD Ameritrade Institutional National LINC Conference, being held at the Manchester Grand Hyatt in San Diego from February 1 to February 4, 2017.
Organized for investment advisors, this conference provides a forum for the latest business developments that influence the field of finance. Participants will have the opportunity to explore technological innovations, strategies to optimize their business, and comprehensive wealth management solutions. This new knowledge will inspire advisors to improve the customer experience while helping to grow their business.
The Croesus team will be located at booth 600 in the ballroom to present RIAs with its powerful, all-in-one portfolio management software that connects advisors to a multitude of resources.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 10,000 investment professionals use Croesus solutions to manage over $900 billion in assets. With its 185 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision-making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a “PME en lumière 2016” winner and is recognized as one of the “Best Managed Companies”, “Remarkable Employer—Ethnocultural Diversity”, “Canada’s Top Small & Medium Employers”, and one of the “top 300 most important companies in Quebec”. Croesus’s offices are located in Montreal, Toronto and San Diego.
About TD Ameritrade Institutional
TD Ameritrade Institutional offers 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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