News

The Agile-DevOps movement is thriving and many companies have already taken the leap, find out why by reading this article....

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...

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?...

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...

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...

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...

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...

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....

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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