Fintech Croesus Appoints Vincent Fraser as President
Croesus, the leader in wealth management solutions, has announced that seasoned manager Vincent Fraser is succeeding Sylvain Simpson as the new president of the Canadian Fintech....
Croesus, the leader in wealth management solutions, has announced that seasoned manager Vincent Fraser is succeeding Sylvain Simpson as the new president of the Canadian Fintech....
Disruptors have significantly impacted the financial realities of most countries in recent years. High inflation and frequent interest rate hikes threaten both businesses and individuals. Financial companies may position themselves...
Romain Faraut shares his opinion on why, in today's market, wealth managers need access to better portfolio tools with The Wealth Mosaic....
The prestigious panel of independent judges who evaluated the applications noted that Croesus has consistently demonstrated a solid financial technology track record and has consolidated its position as a pioneer...
Wealth management professionals must have a strong cybersecurity plan to fight against cyber-attacks. By using firewalls, VPNs, and cybersecurity, wealth management companies can establish a reputation for having top-notch protection....
2023 was a year full of twists and turns in the financial and FinTech community. Croesus experts look back and analyze some of the year’s events....
Croesus and Mako Financial Technologies (Mako FinTech) have partnered to integrate their respective wealth management solutions. The agreement aims to improve productivity in the day-to-day work of wealth management professionals....
Richardson Wealth renews agreement with Croesus. Croesus partners with Mako Financial Technologies for KYC....
Integration of onboarding platform with Canadian wealthtech leader promises 'new level of productivity and ease'....
As a WealthTech leader and technology partner to more than 50% of Canada’s wealth management professionals, Croesus regularly publishes blog posts on industry issues and trends. We’ve put together a...
Croesus, the Canadian leader in wealth management technology has announced a strategic partnership with Mako Financial Technologies (Mako Fintech) that will improve the productivity of wealth management professionals in their...
Should financial advisors aim for a wide range of clients, or does it make more sense to specialize in a particular niche? The debate on financial advisors' approach to clients...