29 Oct Croesus was named a Five-Star Wealth Tech Provider by Wealth Professional Canada
Montréal, October 29, 2021 – Croesus is thrilled to announce that it has been named a Five-Star Wealth Tech Provider by Wealth Professional Canada. Wealth Professional Canada provides financial and planning news, reaching more than 15,000 industry professionals every week.
Thanks to our advanced, secure wealth management solutions, Croesus made the cut. Since 1987, we’re proud to provide our clients with cutting-edge tools that are specifically tailored to meet the needs of businesses providing financial services.
In July 2021, Wealth Professional Canada asked advisors throughout the Canadian financial services sector which technology platforms and providers are the most optimal and efficient for their profession. A large number of them have answered Croesus.
This new recognition is a testament to our commitment to staying at the cutting edge of the financial services industry by embracing innovation and offering the most competitive and flexible solutions.
Founded in 1987, Croesus is a Canadian 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’ solutions include a portfolio management system, centralized rebalancing and application programming interfaces (APIs) which allow wealth management professionals to make informed decisions and maximize performance. The platform is designed for interconnectivity and third-party integrations to provide a best-in-class user experience and cover investment process regulatory requirements. Croesus has won several awards and industry recognitions as a high-quality product supplier and a remarkable employer.
Frédéric Le Bouar
Director of Product Marketing and Business Promotion