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IBM Securities Industry Services

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As the leading provider of brokerage transaction processing to the Canadian securities industry, IBM Securities Industry Services (SIS) make your success our top priority. We have delivered market-leading brokerage services to the Canadian securities industry for more than 45 years. Count on our robust technology solutions, backed by proven financial services expertise.


Bring new value to your business and improve your client experience by taking advantage of our comprehensive, full-service transaction processing environment. SIS Services deliver market-leading brokerage functionality through core features, services and technology. We continually invest in new technology to ensure you benefit from outstanding performance, reliability and availability.

Expect more with SIS. We are committed to:


The business is changing and IBM is responding. We are dedicated to helping SIS brokerage clients proactively manage security, risk and compliance with government and industry requirements. Our active participation with primary industry and regulatory entities guides the SIS business strategy and roadmap to ensure your continued success.

No matter what the size or complexity of your business, SIS helps you achieve the flexibility needed to more quickly and easily offer new products and services to your clients. With a concerted focus on enhancing operational efficiency and complying with regulatory and industry requirements, SIS can help you better serve the needs of your retail, discount and institutional clients.

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Brokers Revel in New Front to Back Office Service

Business is changing and it’s important that firms’ technology and brokerage services keep pace. Like all businesses, the Canadian securities industry struggles with balancing the high cost of acquiring and maintaining technology as well as growing assets by way of functionally rich supporting tools for Investment Advisors to excel their services for clients...

Two companies that are well aware of the need to innovate and stay one step ahead of the industry are Croesus Finansoft, specializing in portfolio management and integrated CRM, and IBM Securities Industry Services’ (SIS) back-office services.

Thanks to the recent combined offering of Croesus Finansoft front-office and IBM SIS back office systems, both companies are delivering a faster to market, reduced risk and more robust experience for Canadian brokers.

IBM SIS clients can now manage and monitor their portfolio and transaction activities at all stages of the lifecycle. In addition, this combined offering will offer seamless support and ultimately reduce implementation costs and risk for the Canadian brokerage industry.

Remy Therrien, Croesus’ President & CEO, states, “Our companies share a joint approach in providing customers with an end-to-end solution. IBM and Croesus offer the right technology and services to assess, manage, monitor and report on portfolio management and transaction activities at all stages of the lifecycle.”

Tony Hay-Roe, General Manager of IBM Securities Industry Services adds, “As a leading provider of brokerage transaction processing to the Canadian securities industry, our goal is to bring new value to the industry and improve the client experience with our comprehensive, full-service transaction processing environment.”

Brokers Revel in New Front to Back Office Service

Business is changing and it’s important that firms’ technology and brokerage services keep pace. Like all businesses, the Canadian securities industry struggles with balancing the high cost of acquiring and maintaining technology as well as growing assets by way of functionally rich supporting tools for Investment Advisors to excel their services for clients..

Two companies that are well aware of the need to innovate and stay one step ahead of the industry are Croesus Finansoft, specializing in portfolio management and integrated CRM, and IBM Securities Industry Services’ (SIS) back-office services.

Thanks to the recent combined offering of Croesus Finansoft front-office and IBM SIS back office systems, both companies are delivering a faster to market, reduced risk and more robust experience for Canadian brokers.

IBM SIS clients can now manage and monitor their portfolio and transaction activities at all stages of the lifecycle. In addition, this combined offering will offer seamless support and ultimately reduce implementation costs and risk for the Canadian brokerage industry.

Remy Therrien, Croesus’ President & CEO, states, “Our companies share a joint approach in providing customers with an end-to-end solution. IBM and Croesus offer the right technology and services to assess, manage, monitor and report on portfolio management and transaction activities at all stages of the lifecycle.”

Tony Hay-Roe, General Manager of IBM Securities Industry Services adds, “As a leading provider of brokerage transaction processing to the Canadian securities industry, our goal is to bring new value to the industry and improve the client experience with our comprehensive, full-service transaction processing environment.”