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Improve productivity with next-generation rebalancing

Wednesday, October 19, 2022 at 11:00 AM (ET)

Watch now and earn CE credits

The new generation of portfolio rebalancing solutions offers innovative features that significantly help wealth management teams and compliance professionals increase their daily productivity.

Attendees of this webinar will learn about recent developments and innovative features such as automation, modeling, what-if scenarios, daily task mapping, tax optimization, intrinsic compliance and UMA management that can be used during portfolio rebalancing workflows.

In this webinar that aired live on Wednesday, October 19, 2022 at 11:00 am ET, aims to show attendees that the tedious task of portfolio rebalancing can now be done very quickly and with added value while reducing compliance risks. These recent innovations save a lot of time so that wealth professionals can focus more on developing their business and supporting their clients.


Michael Blicker, Senior Product Manager for Portfolio Rebalancing, Croesus


Matthieu Cardinal, Vice-president, Business Development and Strategic Partnerships, Croesus

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

If you attended the live webinar on Wednesday, September 21st at 1:00pm ET, you will receive an email notification from CE Corner when your CE certificate from IIROC is ready.

For those who missed the live webinar on Wednesday, September 21st at 1:00 pm ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from IIROC. 

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact

About the presenters

Mike Blicker’s primary responsibilities at Croesus are to manage portfolio rebalancing, order management and risk & compliance products. Before, he acted as a software and product management consultant helping his clients to successfully bring innovative portfolio management, client onboarding and insurance quoting technologies to the market. Previously, he worked as an equity and futures trader and as an investment analyst.

Holding a master’s degree in business administration (MBA) from HEC Montréal, Matthieu has over 20 years of professional experience in business development, investor relations and financial communications. As part of his career, he has led many efforts to develop the Montréal FinTech ecosystem and connect it on the global stage. He now takes care of Croesus’s growth and strategic partnerships.