Takeaway from Croesus Finnovation 2022

Takeaway from Croesus Finnovation 2022

Montréal, Québec, Canada – October 14, 2022

Over a hundred of financial professionals gathered at two installments of the annual wealth management technology conference, Croesus Finnovation 2022 in Toronto and Montréal. Participants gained knowledge and information to capitalize on changing market trends and stay ahead of the competition.

“After the forced absence due to the pandemic, we were delighted to see many of our long-time partners and clients in person, as well as to meet new people. Croesus Finnovation was a great opportunity to exchange ideas and information on innovations in wealth management technology and to network,” said Sylvain Simpson, President of Croesus.

Solutions for the future
Each year, the annual wealth management technology conference Croesus Finnovation gives attendees a head start by showcasing some of the most innovative technologies available to Canadian financial professionals. This year, Croesus provided a sneak peek at its next solutions.

“Wealth management technologies have been evolving at a rapid pace for years and the potential for innovation is immense. For 35 years, Croesus has been developing cutting-edge tools that meet the needs of Canadian financial professionals and as an industry leader, we work hard to remain a partner of choice for wealth management professionals,” said Mr. Simpson.

Thanks to our partners
Croesus would like to thank its partners – Conquest Planning, Mako Fintech, Ortec Finance and PSTOX – who enriched our programming by showcasing the potential of their technologies and services.

And its sponsors – Fundata, Ortec Finance and PSTOX – who made this event possible.

And finally, its guest speakers, Dr. Dave Williams, astronaut, emergency physician and aquanaut, and four-time gold medallist in short track speed skating, Charles Hamelin.

About Croesus
Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy to use, and highly secure wealth management solutions. A leader in the sector with over 180 employees in Montréal and Toronto, Croesus’s solutions include a portfolio management system, a centralized portfolio rebalancing tool and application programming interfaces (APIs) which allow wealth management professionals to make informed decisions and maximize performance. The solutions are designed for interconnectivity and third-party integration to provide a best-in-class user experience and cover investment process regulatory requirements. Croesus has won several awards and industry recognition as a high-quality product supplier and a remarkable employer.

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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