14 Oct Launching of the First Conference Developed Exclusively for Wealth Management Assistants
Montréal, Quebec, October 14, 2016 – Croesus, along with a number of industry partners, has organized a conference dedicated to Assistants in the wealth management industry. The event will take place at the Toronto Board of Trade on December 5, 2016, followed by an event in Montreal on December 6 at the Omni Mont-Royal.
The conference is designed to deliver high impact content from experts in compliance, client communications, managing the unexpected and empowerment. Assistants will learn concrete ways on how to be more effective to add value to both advisors and clients.
We are confident that this conference will be a very enriching experience, it is truly an event not to be missed. To learn more visit: assistantsconference.com.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 10,000 investment professionals use the Croesus application to manage over $900 billion in assets. With its 175 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with its clients to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus was a winner of Canada’s Best Managed Companies program in 2014 and requalified in 2015 to maintain its status as a Best Managed company. The company has offices in Montreal, Toronto and San Diego.
Vice-President, Business Development and Strategic Partnerships