Over a hundred of financial professionals gathered at two installments of the annual wealth management technology conference, Croesus Finnovation 2022 in Toronto and Montréal....
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...
When we think of good reasons to invest in ESG, we often stop at the environment, while cybersecurity is another component that is not insignificant....
Croesus is pleased to announce that it has received SOC 2 certification, assuring compliance of its internal control processes for protecting its data and those of its partners and clients....
Despite the pace at which the financial technology (FinTech) industry is growing, investors still trust humans more than artificial intelligence when it comes to asset management. Therefore, it is critical...
Croesus is pleased to announce the appointment of Jonathan Gagnon as Vice-President of Software Engineering. In this role, Mr. Gagnon will be responsible for ensuring the successful implementation and advancement...
Innovative digital investment tools bring greater efficiency, accuracy and objectivity to the financial services sector. Indirectly, those digital tools contribute to increasing the quality and the business volume of the...
During heightened market volatility, it’s common for emotions to dominate the investment decisions. By understanding these behaviors, advisors can guide the client conversations in ways that reassure them. Here are...
Portfolio rebalancing is a necessary and beneficial process and a good software can not only offer better and faster rebalancing but also open up a world of possibilities. CIOReview asked...
Discover how the aging of the baby boomers and other deflationary trends may soon reverse inflation growth....
Montréal, June 9, 2022 – Committed to providing state-of-the-art quality solutions and tools to financial professionals, Croesus is pleased to receive an excellence award for the WealthTech Service Provider of...
Leverage the full potential of direct indexing Direct indexing is a trend that has been growing steadily in popularity and accessibility in recent years, thanks to advances in cost structures, technology,...