Atlanta, Georgia, November 11th, 2014 – Croesus sponsors the Technology Tools for Today (T3) Enterprise Conference being held Tuesday November 11th to the 13th. The three-day conference, produced by David J. Drucker, Joel P. Bruckenstein and Bill Winterberg, provides major broker-dealers and financial enterprises the opportunity to meet and discover the latest technology solutions on the market.
As a Silver Sponsor and an exhibitor at the T3 Enterprise Conference, Croesus will provide attendees demonstrations of its Portfolio Management and CRM Software along with its mobile applications for tablets.
On day one of the conference at 4:30 pm, David Mastroberardino, Croesus Product Director, will deliver a presentation on how advanced technologies enable advisors to gain efficiency by using modeling rebalancing, UMA/SMA and order generation tools.
The Croesus team will be located at booth 311 in the exhibit hall for the duration of the conference.
Since 1987, Croesus has been providing investment professionals across North America with highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Over 9,000 investment professionals use Croesus to manage more than $500 billion in client assets across 5.25 million accounts. Croesus enables its clients to build trust with investors through tailored 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 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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