Third-Party Integrations

Croesus is integrated with leading financial data and technology providers to empower investment professionals to provide comprehensive investment services. Through its open architecture and application programming interface, Croesus can easily integrate with third-party technology companies to meet its clients’ business requirements.

Account Aggregation

To provide US investors comprehensive investment solutions, a holistic view of assets and consolidated performance reporting, Croesus offers held-away account aggregation through its integration with Morningstar® ByAllAccountsSM.

Morningstar – By All Accounts
Back-Offices

Croesus is integrated with the following leading Canadian brokerage transaction processing providers.

Broadridge
Dataphile
IBM
Client Portal

The integration with AdvisorVault from Advisor Products enables registered investment advisors (RIAs) to distribute portfolio performance reports to all their clients daily in a fully automated process.

Advisor Products
Correspondent Network

To provide independent securities firms and portfolio managers in Canada proven portfolio management and CRM solutions, Croesus has partnered with NBCN and Raymond James.

National Bank – Correspondent Network
Raymond James
Custodians

Croesus is integrated with all custodians, including the following industry-leaders.

  • Croesus is a TD Ameritrade Institutional Affinity Partner.
  • Croesus is integrated with TD Ameritrade Institutional Veo platform.
Ameritrade (TD)
Charles Schwab
DST
Fidelity
Pershing

TD Ameritrade, Inc. and Croesus are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Croesus’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Croesus. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

Croesus - VEO integrated

Financial Data Feeds

The integration of Morningstar and Fundata feeds (Currently available in Canada) offers users in depth information on mutual funds and ETFs, such as asset allocation, cash flow projections, distribution history and more.

Fundata
Morningstar
Financial Planning

As investors are increasingly demanding comprehensive advice, Croesus has integrated with the following financial planning solutions to empower investment professionals to deliver holistic wealth management services to their clients.

NaviPlan
PlanPlus

Click here for more detailed information on NaviPlan

Market Data

The integration of Thomson One and Interactive Data with Croesus provides users with a quick assessment of portfolios impacted by market changes and the ability to benchmark performance to various indices.

Ice Data Services
Thomson Reuters
Order Management Systems

Croesus uses a Financial Information eXchange (FIX) protocol which enables integration with third-party order management systems.

Fidessa
Fis
IBM