Orlando, Florida, January 29-February 1st, 2014 – For the third consecutive year, Croesus is a Silver Sponsor of the TD Ameritrade Institutional National Conference. Once again, this conference offers the industry’s most talented RIAs the opportunity to meet, discover and learn about the latest trends and technologies that will lead the financial industry.
This year, TD Ameritrade has invited renowned speakers including Former Governor of Massachusetts Mitt Romney, leadership expert and author Simon Sinek, Olympic gold medalist and boxing legend Sugar Ray Leonard and Bret Baier, host of Fox News Channel’s “Special report with Bret Baeir”.
As an affinity partner with TD Ameritrade Institutional, Croesus has developed a strong relationship with the custodian. Hence, this conference is a perfect opportunity for Croesus to reveal some new features, capabilities and modules of the new version of the software in development.
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 $350 B in total assets under management.
About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of 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. http://www.tdainstitutional.com/