Performance: a driver of success in wealth management
Like Formula 1 teams, the success of wealth management firms and their advisors is based in part on marginal gains. In this world of precision and efficiency, the performance of...
May 20
Blog
May 12
Performance at the heart of Croesus’ strategy
One year after his arrival at the helm of Croesus, Vincent Fraser is breathing new life into the Canadian leader in wealth management solutions. Mandated to accelerate growth, the new...
Apr 28
Tax-suitable wealth management: navigating risks and opportunities
The days when wealth management and taxation were considered entirely separate are long gone. Swiss portfolio managers now operate within an integrated and transparent environment. Consequently, tax suitability is becoming...
Apr 21
The imperative of tax-suitable portfolio management: A wake-up call for Swiss wealth managers
In today's climate of heightened tax transparency and increasingly intricate global tax regulations, prioritising tax efficiency in portfolio management is not just prudent, it's essential for safeguarding clients' financial well-being....
Apr 14
Rocklinc streamlines personalized portfolio management with Croesus
With the integration of cutting-edge Croesus technology, Rocklinc has raised the bar on personalized service, achieving even greater efficiency and profitability....
Mar 18
A cutting-edge solution enabling portfolio optimisation and hyper-personalisation
Adopting a next-generation portfolio management solution can be a truly transformative catalyst for Swiss wealth managers. A comprehensive tool helps address the challenge of hyper-personalisation, optimises portfolios across a wide...
Mar 17
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 16
Your PMS must support independent book of record requirements
Meeting IBOR compliance standards can be challenging. However, a few leading Canadian WealthTech providers offer solutions tailored to the specific needs of the country's financial professionals....
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...
Feb 17
How machine learning fuels financial leadership
Understand the power of machine learning in finance. From fraud detection and risk management to Personalised services and algorithmic trading, ML is transforming the industry. Explore the benefits and future...
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...