05 Oct Croesus wins four 5-Star Wealth Tech Provider awards
Montréal, Québec, Canada – October 5, 2022
Committed to maintaining its position as Canada’s leader in innovative wealth management solutions, Croesus is proud to be named a 5-Star Wealth Tech Provider by Wealth Professional Canada in four categories: Portfolio Management Software, Financial Planning System, Financial Tools or Dashboards, and Back-Office Support.
The 5-Star Wealth Tech Providers award recognizes WealthTechs who team up with advisors and firms across Canada to provide smart technology solutions to meet industry challenges and improve how they serve their clients.
“In an industry where competition is always growing, Croesus is there to offer innovative solutions that help wealth management professionals stay ahead of the game by being more efficient and effective, so that they can focus on their clients,” said Matthieu Cardinal, Vice-President, Business Development and Strategic Partnerships at Croesus.
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, centralized portfolio rebalancing, and application programming interfaces (APIs), which allow wealth management professionals to make informed decisions and maximize performance. Croesus’s offering is 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