Imagine reclaiming up to 50 percent of the time you currently spend on portfolio rebalancing and associated, recurring tasks. If that’s got your attention, then this webinar is a must...
In the intricate world of wealth management, financial advisors juggle a multitude of information. To thrive in this environment, they need WealthTech solutions that go beyond basic functionality and offer...
The Wealth Mosaic Talks To Luc Larose, Vice President of Client Experience at Croesus, to get his perspective on key attributes financial services firms should bear in mind when choosing...
At the core of successful advisory practices lies a modern portfolio management system. Today’s systems help advisors efficiently manage and prioritize client communication, assess positions and history, rebalance as necessary,...
Croesus’ Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage....
Today, we delve into the world of financial excellence with one of our distinguished corporate members: CROESUS. This renowned company embodies innovation and professionalism in the financial sector....
Croesus is pleased to announce the appointment of Yanie Bernier (CHRP) as Vice-President, Talent, Culture, and Employee Experience....
The Wealth Mosaic Talks To Croesus’s Senior Product Manager, Djaffer Maloufi, about the market relevance, benefits and the next generation of portfolio management rebalancing tools....
Croesus was named one of the Top 25 WealthTech Providers for 2024 by Wealth Professional Canada magazine. This award confirms Croesus's place among the leading WealthTech providers in Canada and...
The Laval-based financial services provider Croesus, which designs wealth management solutions for major Canadian institutional clients, recently set foot in Switzerland. Vincent Fraser, the company's president since March 27, intends...
As a pioneer in the Canadian WealthTech industry, Croesus has always demonstrated a solid technological track record and has become the preferred technology partner of many chartered banks and large...
Croesus has once again been recognized as one of the world’s 100 most innovative WealthTechs....