09 Jun Croesus recognized as one of the best WealthTech Service Provider of the Year for 2022
Montréal, June 9, 2022 – Committed to providing state-of-the-art quality solutions and tools to financial professionals, Croesus is pleased to receive an excellence award for the WealthTech Service Provider of the Year by Wealth Professional.
This award acknowledges the contributions of Croesus and its proven track record of providing the financial planning and wealth management industry with exceptional services and productivity solutions to better serve the industry.
“Constantly being aware of our clients’ needs and industry trends is key to our success. At Croesus, we aim to be more than a service provider. We collaborate with our clients to be long-term business partners” said Annie Sinigagliese, Vice-President and Chief Product Officer at Croesus.
Excellence award for WealthTech Service Provider of the Year recognizes WealthTech providers who consistently innovate and stay ahead of the curve for the betterment of the industry. Awardees must also demonstrate a unique value proposition and major strengths amongst competition and provide exemplary service to assist financial professionals achieve their own objectives.
“We are happy that our contribution is recognized once again. However, we are well aware that we cannot rest on our laurels and stop striving for further success. That is why, day after day, we are constantly innovating,” said Sinigagliese.
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, a centralized portfolio rebalancing tool and application programming interfaces (APIs) which allow wealth management professionals to make informed decisions and maximize performance. The solutions are designed for interconnectivity and third-party integration to provide a best-in-class user experience and cover investment process regulatory requirements. Croesus has won several awards and industry recognition as a high-quality product supplier and a remarkable employer.
Frédéric Le Bouar
Director of Product Marketing and Business Promotion