Jump into the Agile-DevOps movement
The Agile-DevOps movement is thriving and many companies have already taken the leap, find out why by reading this article....
Aug
19
News
Jul
15
Croesus acquires softTarget, expanding its industry reach
Montreal, July 15, 2019 — Croesus, Canada’s leading portfolio management solutions provider has today announced that it has entered into an agreement to acquire softTarget. This Montreal-based firm is specialized...
Jul
11
The user in you
As your company evolves, meeting the needs and demands of all your clients represents a growing challenge. How can you accommodate one party without detriment to others?...
May
31
Major gift-in-kind from Croesus to give Concordia business students an edge
Montréal, Québec, May 31, 2019 – Students at Concordia’s John Molson School of Business (JMSB) will soon gain hands-on investing experience thanks to gift-in-kind of nearly $300,000 from Croesus. Through Croesus Advisor...
May
14
Launch of the Croesus Finnovation Conference
Montréal, Québec, May 14, 2019 – Croesus announces the official launch of Croesus Finnovation, a summit for the wealth management industry to be held on November 22, 2019, at the Sofitel Montréal...
Apr
18
Bolstering information security
Information security is a key issue for any company and can quickly become a matter of life or death for your operations. As an investment advisor, it is your duty...
Apr
12
Croesus, named one of Canada’s Top Small & Medium Employers
Montréal, Québec, April 12, 2019 – For a fourth consecutive year, Croesus is listed among Canada’s top small and medium employers (SMEs). This honor solidifies the fintech’s position as part...
Mar
28
A Lunch and Learn Series For Financial Services
Croesus is launching a Lunch and Learn series where participants will learn about the latest trends impacting financial services and what they mean for the industry and their business. This...
Mar
18
Optimizing your practice using data
The eternal question persists… How do you become more profitable? Meet Jessica, a seasoned advisor with a well-known investment management firm who wants to take her practice to the next...
Mar
7
Croesus, ranked once again as one of Canada’s Best Managed Companies
Montréal, Québec, March 7, 2019 - Croesus, a FinTech specialized in wealth management solutions is a Gold Standard Winner in the ranking of Canada’s Best Managed Companies for a second...
Feb
20
Deliver projects with confidence in 2019
The pace of change in the financial services industry is fast and accelerating. We want to deliver new tools to improve efficiency and offer new products to stay competitive....
Feb
14
François Aird joins Croesus’s board of directors
Montréal, Québec, February 14, 2019– Croesus, a leading FinTech specialized in wealth management solutions in Canada announced the appointment of François Aird to the board of directors, which is spearheaded...
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