Independent Book of Record (IBOR): Is your PMS compliant?
Maintaining an Independent Book of Record (IBOR) is a critical requirement for Canadian portfolio managers, regardless of the size of your firm....
Mar 17
Industry insights
Feb 28
Solving the international tax management challenge for Swiss wealth managers
In today's globalised and transparent financial world, tax efficiency is non-negotiable for Swiss wealth managers. With the right technology, this challenge can quickly become an opportunity to stand out to...
Jan 28
Canada tax season: Reports that empower financial advisors
Streamline tax reporting with Croesus. Generate compliant, customized reports including capital gains/losses, foreign property, and tax slip lists. Empower your financial advisory practice today....
Jan 8
Croesus experts’ 2024 year-in-review
2024 witnessed groundbreaking advancements in artificial intelligence (AI) and Open Banking across North America, signaling a new era of profound transformation for the global wealth management industry. The experts at...
Dec 11
Top 5 most-read blogs of 2024
As a WealthTech leader, Croesus consistently delivers insightful articles on wealth management opportunities and trends. We’ve put together the five articles that resonated most with our readers in 2024....
Oct 28
Fintech Forum: AI in Wealth Management
Croesus at the Forefront of Innovation: Vincent Fraser Discusses How AI is Revolutionizing the Investment Landscape....
Sep 3
5 steps to successful API integration in wealth management
Unlock the power of APIs in wealth management. This guide outlines 5 essential steps to seamlessly integrate APIs, streamline operations, and enhance client experiences....
Mar 21
Wealth management trends and directions
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...
Feb 13
Preparing for cybersecurity risks in wealth management
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....
Jan 10
Croesus experts’ 2023 year-in-review
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....
Dec 7
Top 5 most-read blogs of 2023
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...
Nov 30
Client approach in financial services: Wide or specialized?
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...