Croesus wins a WealthBriefing WealthTech Americas Award for Innovative Client Solution

19 Feb Croesus wins a WealthBriefing WealthTech Americas Award for Innovative Client Solution

Montréal, February 19, 2026

Croesus is proud to announce that Croesus Vidia has been recognized with a WealthBriefing WealthTech Americas Award in the Innovative Client Solution category.

The WealthBriefing WealthTech Americas Awards celebrate excellence among technology providers serving wealth management firms across the Americas. Croesus was selected by an independent panel of industry experts for its innovative approach to enhancing advisor–client communication through secure, AI-powered technology.

Croesus Vidia, powered by Storyline, transforms traditional portfolio reports into personalized, compliant video summaries generated from secure portfolio data. Delivered in real time and in the client’s preferred language, Croesus Vidia helps advisors communicate performance insights more clearly while maintaining rigorous compliance standards.

The impact of the use of video is measurable:

• Investors retain information up to 9.5 times better through video
• 75% of investors prefer interactive updates
• Advisors save approximately 20% preparation time per review cycle

“This recognition reflects our continued commitment to innovation,” and to providing cutting-edge, high-performance solutions designed to simplify wealth management,” said Frédéric Le Bouar, Marketing Director of Croesus. “With Croesus Vidia, we are helping wealth management professionals strengthen client relationships, allowing professionals to dedicate more time to their clients and enhance their profit margins. We are not only meeting today’s needs; we are proactively shaping the future.”

The award further reinforces Croesus’s position as a leader in high-performance wealth management solutions designed to modernize client engagement, and a key company for wealth management leaders seeking to develop their digital transformation strategies and offer new solutions to clients.

See the complete list of award winners here

About Croesus
Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting, and application programming interfaces (APIs). These solutions empower wealth management professionals to enhance their productivity, strengthen client relationships, make informed decisions, and optimize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 250 employees in its Toronto, Montréal, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.