Montreal, May 13, 2014 – Croesus was a sponsor of the CFA Montreal Private Wealth Seminar. Speakers discussed various important topics, such as the relevance of strategic asset allocation, the outlook for the U.S. and global economies, investment strategies, the importance of building trust through client communications, and the use of Gamma a metric designed to quantify the additional value that can be achieved by investors from making more intelligent financial planning decisions.
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 $500 B in total Assets Under Management.
The CFA Montreal is a non-profit association founded in 1950. In supporting the CFA Institute’s mission, it strives to be of greatest benefit to the general public by locally promoting the highest standards of ethics, education and professional excellence in the field of finance. The society also supports its members’ career development by organizing activities enabling them to stay at the leading edge of professional expertise and by promoting the CFA designation. CFA Society Montreal also strives to increase awareness regarding both investment career opportunities and the CFA program to other organizations, university students, and the public at large. CFA Society Montréal counts over 2,200 members. For more information, visit www.cfamontreal.org.
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