As an Investment Industry Association of Canada (IIAC) affiliate, Croesus supports the financial services industry by participating in various Client Relationship Model – Phase 2 (CRM2) working groups.
To assist its wealth management clients in becoming CRM2 compliant, Croesus has developed various solutions that address the increasing regulatory requirements they are facing. Our solutions include:
- Internal rate of return calculations
- Flexible performance reports, gross and net of fees
- Data extractions via Croesus APIs that populate third-party applications. Croesus APIs also provide you with the ability to generate a variety of statements and performance and portfolio-level calculations.
Croesus can customize its CRM2 solutions to meet your specific needs.
Investment Executive CRM2 Panel
Croesus Product Director