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Credit Suisse and Vexo Partner to strengthen Mutual Fund Dealer Product Suite

March 13, 2018

Toronto, Canada–  Vexo Technology Solutions Corp. (“Vexo”) and Credit Suisse Securities (Canada), Inc. announced today a partnership that provides Canadian Mutual Fund Dealers with a convenient solution for Exchange Traded Funds (ETFs) in client accounts.  Vexo’s ETFbahn™ order-management platform and Credit Suisse’s Advanced Execution Services (AES”) trading platform now offer record-keeping, execution and custody of Canadian-listed ETFs for the clients of Canada’s leading Mutual Fund Dealers. 
 
“We are excited to unveil our new partnership, as we now give Mutual Fund Dealers access to Credit Suisse’s institutional-quality trade execution,” said Fotios Saratsiotis, President of Vexo. With a top-tier institutional partner like Credit Suisse, onboarding is turn-key and a mutual fund dealer can go live in less than a month. This is a game-changer for mutual fund dealers, their advisors and their customers.” 
 
According to Graham Jones, Director, Credit Suisse Prime Services in Toronto, “Credit Suisse offers a market-leading suite of trading strategies and institutional pricing for execution and custody, so that clients of Canadian Mutual Fund Dealers can access ETF-based portfolios. With Vexo and Credit Suisse providing a turn-key suite of back-office and trading infrastructure, Mutual Fund Dealers have an institutional-quality solution that is unique in the Canadian advice channel.” 
 
For media inquiries, contact: 
 
Vexo

Fotios Saratsiotis, President

fotios@vexo.ca  

(416) 949-4062 
 
Credit Suisse Securities (Canada), Inc.  

Azar Boehm, Media Relations

azar.boehm@credit-suisse.com

212-538-3953 

 

 

Vexo Technology Solutions Corp.

Vexo is a Toronto-based, privately-owned technology company. Founded in April 2017, Vexos’ goals are to create innovative and cost-effective financial technologies that easily integrate with current technology systems for the financial services industry. With decades of combined experience in wealth management, capital markets, and technology, Vexo’s team creates solutions that meet the evolving needs of its customers guided by three basic principles: open integration, equal access and keeping it simple.  
 
Credit Suisse AG  

Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in about 50 countries worldwide. The group employs approximately 46,840 people. The registered shares (CSGN) of Credit Suisse's parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at www.credit-suisse.com. 

 

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