Croesus Adds Mutual Fund and ETF Asset Allocation Data from Morningstar

Press Room

Croesus Adds Mutual Fund and ETF Asset Allocation Data from Morningstar

Fort Lauderdale, Florida, February 10, 2016 – Croesus, a leading provider of wealth management solutions, today announced at the 2016 T3 Advisor Conference it has added Morningstar mutual fund and exchange-traded fund (ETF) asset allocation data to its wealth management platform and completed its integration with Morningstar, a leading provider of independent investment research.

Fund asset allocation is now enhanced with the breakdown of asset classes, geographic exposures, investment styles as well as fixed-income credit qualities and maturities. The new data points will enable advisors to better analyze investments, benchmark performance and offer enriched reporting.

“The integration with Morningstar, which has among the most robust database in the industry, reinforces our dedication to providing the highest data quality to our clients”, said Croesus Vice President of Sales and Marketing, Vincent Guyaux. “The added portfolio information will allow investment advisors to better assess client portfolios and provide enriched reports.”

“True diversification requires a fundamental analysis of holdings aggregated up to the portfolio level”, said Joanna Mcginley, head of global redistributor solutions. “Our fund asset allocation data can help advisors create better portfolios that meet the unique investing needs of their clients, and we’re pleased to be working with Croesus to make this available.”

About Croesus
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use Croesus solutions to manage over $800 billion in assets. With its 150 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a 2014 winner of Canada’s Best Managed Companies and has offices in Montreal, Toronto and San Diego. For more information, visit

About Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. The company has operations in 27 countries. For more information, visit

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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