"Croesus has long been a powerhouse as a portfolio management platform in Canada," said Quovo's chief executive officer Lowell Putnam... A first in the industry, Quovo is handling both advisors' direct custodial feeds as well as "held-away" account data from thousands of other institutions. Quovo will manage all aspects of the data feeds, including detailed data normalization and automated reconciliation, reducing traditional back-office services to a fraction of their typical time.  Founded in 1987, Croesus has long been a leading provider of portfolio management and CRM solutions. By easily incorporating client portfolio data with wealth management and performance reporting tools, the integration reduces time spent on administrative tasks and improves efficiency, transparency and the ability for advisors to present holistic views of their client's wealth, including both discretionary and held-away accounts.

http://www.ireachcontent.com/news-releases/croesus-selects-quovo-as-data-solution-partner-expands-us-presence-289916381.html