11 May Croesus Partners with Advisor Products to Offer a Client Vault with Its Portfolio Management Software
Montreal, Quebec, May 11, 2016 – Croesus, a leading provider of wealth management solutions, has integrated with AdvisorVault from Advisor Products. Investment advisors can now distribute portfolio performance reports to all their clients daily in a fully automated process.
AdvisorVault provides a personalized and graphically rich interactive client portal. Advisors can securely post documents in private folders for clients with high encryption behind multiple firewalls. Integrations with advisor websites and professional apps have made it a leading client portal solution in the industry.
Croesus provides RIAs Web-based software for portfolio management, performance calculations and client reporting and reconciles an RIA’s client accounts across hundreds of custodians and BDs daily.
David Mastroberardino, director of products at Croesus states, “We are proud to leverage Andrew Gluck’s expertise in this area to add portal functionality to our solution.”
“With Croesus and Advisor Products partnering, RIAs now have a new solution for portfolio management, performance calculations and client reporting, that is now integrated with AdvisorVault and an educational content marketing solution,” says Gluck, who founded Advisor Products in 1996. “The collaboration with Croesus and Advisor Products is powerful and we’re just getting started.”
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use the Croesus application to manage over $800 billion in assets. With its 150 dedicated employees, Croesus has built a reputation on the 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 its clients 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 was a winner of Canada’s Best Managed Companies program in 2014 and requalified in 2015 to maintain its status as a Best Managed company. The company has offices in Montreal, Toronto and San Diego.
About Advisor Products
Founded in 1996, Advisor Products makes client communication solutions for RIAs and financial planners. Its content and technology are used by many of the largest independent advisors in the U.S. Advisor Products makes advisor websites, email newsletters, videos, and social networking tools. It SEO consulting and as well as print production and design of brochures and custom newsletters. Advisor Products works hosts websites for 900 RIAs, about a third of which are supervised by BDs. Content and tools are based on a leading continuing professional education program and aligned with best practices in the profession. For more information, visit www.advisorproducts.com.
Frédéric Le Bouar
Director of Product Marketing and Business Promotion