14 May Launch of the Croesus Finnovation Conference
Montréal, Québec, May 14, 2019 – Croesus announces the official launch of Croesus Finnovation, a summit for the wealth management industry to be held on November 22, 2019, at the Sofitel Montréal and on November 28, 2019, at the Delta Hotel in Toronto. The leading Canadian FinTech specialized in portfolio management solutions, designed this conference to meet the needs of financial services professionals.
“After many outstanding years organizing the Assistants Conference, it was clear that we needed to create an event accessible to a wider audience. Based on this vision, we have designed a day dedicated to our users and to all the investment professionals who strive for the knowledge and tools to achieve success in the wealth management industry,” confirmed Sylvain Simpson, Croesus President.
More than one hundred advisors, portfolio managers, compliance teams, and assistants, will participate in this event that will focus on the techniques and strategies to thrive in this demanding market context. From best practices to the latest trends in portfolio management and targeted training sessions, this conference will provide participants with the vision to be prepared for the future of the financial services industry.
“This conference will undoubtedly be an amazing opportunity to push the boundaries of your business with focused training sessions,” added André Poirier, Senior Manager, Training, Documentation and Linguistic services at Croesus.
The official conference launch is being marked with presale pricing on individual tickets for a limited time. In addition, Croesus users are eligible for a 40% discount on the regular price of individual tickets. For more information about this conference or to register, please visit: finnovation.croesus.com.
Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. With over 180 employees in Montréal and Toronto, the Canadian leader draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. Its portfolio management solutions and application programming interfaces (APIs) maximize performance, and its data analytics tool allows financial services professionals to make informed decisions. Through the years, Croesus has won several awards as a high-quality product supplier, as well as an employer of choice.
Vice-President, Business Development and Strategic Partnerships