Orlando, Florida, February 1, 2016 – For the fifth consecutive year, Croesus is a Silver Sponsor of the TD Ameritrade Institutional National LINC Conference, being held at the Marriott World Center in Orlando.
This event for investment advisors is a must to follow the latest business management solutions that greatly influence the financial industry. Participants will have the opportunity to explore new trends focused on innovative technology, improved management of their practice and complete wealth management solutions. These new acquisitions will enable investment advisors to propel their business and enhance their client experience.
The Croesus team will be located at booth 600 in the Palms Ballroom to present its All-in-One Software for RIAs that offers portfolio management, performance calculations, client reporting including daily data reconciliation and a wide range of services.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use the Croesus application to manage over $800 billion in assets. With its 150 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 its clients 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 2014 winner of Canada’s Best Managed Companies and has offices 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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