A portfolio

of possibilities

Wealth management solutions

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Portfolio management

Portfolio
management

User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors.

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Data
analytics

Croesus Data Analytics provides a dynamic visual interface for advisors, branch managers, and executives to deepen insights into key business and performance metrics.

Demystify your data

Data analytics

Croesus iBalance

Models and
rebalancing

Croesus iBalance provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development, while ensuring compliance with client and regulatory constraints.

Unleash your potential

APIs
and widgets

Send financial data easily and securely using Croesus’s application programming interfaces (APIs).

Learn more about APIs

APIs and widgets

Why choose us?

User-friendly products

Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.

A reputation 30 years strong

Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets.

An innovative company

Innovation is in Croesus’s DNA. Our employees’ vast knowledge and experience drive our development and business decisions.

Unequivocal expertise

Our expertise makes developing quality solutions a reality, solutions that are suited to the needs of the financial industry and recognized across North America. There’s a reason why our market share in Canada is over 55%*.

*2015 estimate based on IIROC client assets

Experience it yourself, see the difference