In AI Croesus trusts
Montréal, October 16, 2019 – Croesus will take part in the seventh edition of the Fintech Forum at the Palais des congrès de Montréal on October 22 and 23, 2019....
Oct
16
News
Sep
30
Asset Management Firm Claret joins Croesus
Montréal, Québec, September 30, 2019 – Croesus, a leading provider of portfolio management solutions, announces its first business relationship with an institutional client, Claret, a firm specialized in portfolio management...
Sep
16
Croesus, Ally of Kristel Ngarlem’s Olympic Dream
Montréal, September 16, 2019 — Croesus, Canada’s leading wealth management solutions provider has today unveiled its alliance with weightlifter Kristel Ngarlem. This initiative is in line with a charitable project...
Aug
19
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....
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...
Experience it yourself, see the difference