Croesus | Wealth Management Solutions

0

%

Market share in Canada*

$

0

Trillion

Client Assets

0

Users

*2015 estimate based on client assets

Designed for Financial Service Professionals

Executives

Meet regulatory requirements, generate positive ROI and leverage business insights.

Advisors

Build a more efficient business with portfolio management tools and client analytics.

Developers

Create a full suite of digital solutions using integration tools.

Integration Partners

Expand your business by partnering with Croesus.

Trusted Provider of Wealth Management Solutions

Portfolio Management

Use advanced portfolio management tools and offer your clients secure access to their investments.

Business Intelligence

Make decisions based on facts and monitor your business growth and profitability.

Integration Tools

Enhance your digital experience by adding Croesus information and functions to your applications.

Services

Leverage defined project governance structures and proven project management processes.

Industry Insights

Is the future of portfolio management a goal-based

investment strategy?

Our Clients

CIBC – Wood Gundy

Desjardins

Industrial Alliance

Laurentian Bank

National Bank

Raymond James

Richardson GMP