Dallas, Texas, February 10th, 2015 – Croesus sponsors the Technology Tools for Today (T3) Advisor Conference being held February 12th to the 14th at the Hilton Anatole in Dallas Texas. The three-day conference, produced by David J. Drucker and Joel P. Bruckenstein, provides independent advisors and their staff to opportunity to learn from leading technology thinkers and to interact with the technology wizards who are creating the solutions they need to build a more profitable practice.
As a Silver Sponsor and an exhibitor at the T3 Advisor Conference, Croesus will provide attendees demonstrations of its all-in-one Portfolio Management and CRM Software along with its mobile applications for advisors and investors.
David Mastroberardino, Croesus Product Director, will discuss the latest technologies during the What’s New in Portfolio Management System panel that will take place on February 13th at 1:40pm.
The Croesus team will be located at booth 309 in the exhibit hall.
Since 1987, Croesus has been providing investment professionals across North America with highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Currently, 9,500 investment professionals use Croesus to manage over $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 efficiently implement its software, convert large complex data successfully and provide accurate performance calculations. By continuously investing in R&D, Croesus ensures it stays ahead of its clients’ needs and provides them the technological edge they need to remain competitive. Croesus has 115 employees and offices in Montreal, Toronto and San Diego..
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.
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