Integration Partners
Access a universe of functionalities thanks to our integration partners
Croesus is integrated with leading partners to enable wealth management professionals to offer comprehensive services to their clients. Through its open architectures and APIs, Croesus can easily integrate with third-party technology companies. Our list of strategic partnerships is constantly evolving. Croesus aims to create integration that brings value by enhancing the customer experience.
Back-Offices
Correspondent networks
Order management systems
Financial and market data
CRM
Financial planning tools
Account aggregation
Client portal
Reports
Interested in a specific partner integration? Contact us to learn more.
Explore our other powerful tools and solutions
Portfolio Management
Portfolio rebalancing
Croesus APIs
Experience it yourself, see the difference