21 Mar Croesus Central receives top honors at the 2022 WealthTech Americas Awards
Montréal, Québec, Canada – March 21, 2022
Croesus is proud to be a winner at the 2022 WealthTech Americas Awards presented by ClearView Financial Media. Croesus Central’s automated modeling and rebalancing solution was awarded in the WealthTech Innovative Compliance category.
The prestigious panel of independent advisory boards that judged the awards, highlighted that Croesus had accomplished a significant time saver for wealth management professionals while lowering the risks associated with compliance breaches.
The built-in compliance process in Croesus Central provides portfolio management teams the ability to rebalance large volumes of client portfolios while meeting investment and tax optimization objectives.
“As an industry leader, Croesus keeps innovating to provide a wide range of solutions to its customers in order to simplify their lives. This award is a testament from the industry to our efforts in this area, and we are extremely grateful,” said Annie Sinigagliese, Vice-President and Chief Product Officer at Croesus.
At the core of innovation
Croesus Central takes advantage of the unique features of cloud computing. It can be deployed in world-class financial institutions while remaining accessible to independent firms.
Once again, Croesus is redefining how technology improves productivity and access to a wide range of wealth management tools. The user experience is at the core of its vision and product development.
“The wealth management industry is moving toward integrated platforms that offer a wide range of services and functionality. We are putting this vision into action for the benefit of all our clients and partners,” said Matthieu Cardinal, Vice-President of Business Development and Strategic Partnerships at Croesus.
A thank you video featuring Croesus President Sylvain Simpson, Annie Sinigagliese, and Matthieu Cardinal is available here.
Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy-to-use, and highly secure wealth management solutions. A leader in the sector with over 180 employees in Montréal and Toronto, Croesus’s solutions include a portfolio management system, centralized portfolio rebalancing, and application programming interfaces (APIs) to help wealth management professionals make informed decisions and maximize performance. The platform supports interconnectivity and third-party integrations. It provides a quality user experience and meets the regulatory requirements of the investment process. Croesus has received industry recognition and multiple awards as a supplier of high-quality products and as an outstanding employer.
Frédéric Le Bouar
Director of Product Marketing and Business Promotion