Integration Partners

Access a universe of industry-leading providers
Partners
Croesus is integrated with the industry’s preeminent providers of financial data and technology to empower financial services professionals with comprehensive investment services. Through its open architecture and APIs, Croesus can easily integrate with third-party technology companies. From transaction processing to financial planning solutions, the list of strategic partnerships is continuously growing and Croesus is committed to building integrations that deliver value and enhance the client experience.

Back-Offices

Broadridge
Dataphile
Fidelity Investments
Kyndryl

Correspondent networks

National Bank - Independent Network
Raymond James
Credential
Fidelity Investments

Order management systems

Fidessa
FIS
Iress
Raptor Trading

Financial and market data

Factset
Fundata
Morningstar
Thomson Reuters

CRM

PSTOX

Financial planning tools

Conquest Planning
NaviPlan

Account aggregation

Morningstar

Client portal

Advisor Products

Reports

Morningstar

Interested in a specific partner integration? Contact us to learn more.

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Portfolio management

Portfolio Management

Croesus Central

Portfolio rebalancing

APIs

Croesus APIs

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