Croesus is integrated with leading financial data and technology providers to empower investment professionals to provide comprehensive investment services. Through its open architecture and application programming interface, Croesus can easily integrate with third-party technology companies to meet its clients’ business requirements.
Croesus is integrated with all custodians, including the following industry-leaders.
- Croesus is a TD Ameritrade Institutional Affinity Services Provider.
- Croesus is integrated with TD Ameritrade Institutional Veo platform.
TD Ameritrade, Inc. and Croesus are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Croesus’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Croesus. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.
As investors are increasingly demanding comprehensive advice, Croesus has integrated with the following financial planning solutions to empower investment professionals to deliver holistic wealth management services to their clients.
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