How Croesus is unlocking new possibilities for UMA users
Firm's president shares how new wealthtech solution brings top-tier flexibility and automation to centralized portfolio managers...
Jan
12
News
Nov
24
Croesus and PSTOX sign a strategic partnership to integrate Croesus Advisor with Salesforce
Montréal, Québec, Canada – November 24, 2021 Croesus, a Canadian pioneer and leader in software-as-a-service (SaaS) wealth management solutions for nearly 20 years, is pleased to announce that it has entered...
Nov
3
Croesus launches Croesus Central – a new automated rebalancing solution for portfolio managers
Laval, Québec, Canada – November 3rd, 2021 Croesus, a Canadian pioneer and leader in software-as-a-service (SaaS) wealth management solutions for over 20 years, is pleased to unveil Croesus Central, a new...
Oct
29
Croesus was named a Five-Star Wealth Tech Provider by Wealth Professional Canada
Montréal, October 29, 2021 - Croesus is thrilled to announce that it has been named a Five-Star Wealth Tech Provider by Wealth Professional Canada. Wealth Professional Canada provides financial and...
Jul
27
Croesus uses AWS to provide its cloud-based solutions
Canada’s largest WealthTech relies on Amazon Web Services, Inc. (AWS) to deploy its platform-as-a-service (PaaS) strategy....
Jun
22
Croesus announces the appointment of Luc Larose as Vice President, Customer Experience
Montreal, Quebec, June 22, 2021 - Sylvain Simpson, President of Croesus, is pleased to announce the appointment of Luc Larose as Vice President, Customer Experience. Mr. Larose will be responsible...
Jun
9
Croesus and Conquest Planning conclude a strategic partnership agreement
The deal will allow investment advisors to build state-of-the-art financial plans tailored to clients needs....
May
6
Keeping up with the ESG trend
Environmental, social, and governance issues, or ESG, have become a popular theme in the investment world....
May
5
Croesus, a Platinum Club member of Canada’s Best Managed Companies
Montréal, Québec, May 5, 2021 - Croesus, a leading portfolio management solutions company, has been selected as a Platinum Club member of Canada's Best Managed Companies for the first time....
May
4
Croesus, among the 100 best WealthTechs in the world for a 2nd consecutive year
Montréal, Québec, May 4, 2021 - Croesus earned a spot among the 100 Most Innovative WealthTechs in the World in the annual Wealthtech100 competition organized by Fintech Global. For more...
Apr
6
Croesus named one of Canada’s Top Small & Medium Employers (2021)
Montréal, Québec, April 6, 2021 – Croesus is named one of Canada’s best small and medium employers (SMEs) as part of the Canada’s Top Small & Medium Employers competition organized...
Apr
1
Focus on readability to foster communication
Whether presented in digital or paper format, reports are an integral part of the daily lives of financial services professionals. In this article, we suggest three ways to improve the...
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