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...
Romain Faraut shares his opinion on why, in today's market, wealth managers need access to better portfolio tools with The Wealth Mosaic....
Croesus and Mako Financial Technologies (Mako FinTech) have partnered to integrate their respective wealth management solutions. The agreement aims to improve productivity in the day-to-day work of wealth management professionals....
Richardson Wealth renews agreement with Croesus. Croesus partners with Mako Financial Technologies for KYC....
Integration of onboarding platform with Canadian wealthtech leader promises 'new level of productivity and ease'....
Open banking is crucial for the success of wealth management firms since it allows them to securely access financial data through application programming interfaces (APIs), fostering innovation and improving services....
Wealth management is increasingly competitive, and client expectations are rising. To be successful, firms need to have a genuine interest in helping the people they serve. As such, financial professionals...
Portfolio rebalancing is a necessary and beneficial process and a good software can not only offer better and faster rebalancing but also open up a world of possibilities. CIOReview asked...
Financial advisors wear many hats and deal with a number of systems, including portfolio management systems, CRM, and other solutions. In such situations, advisors always find it difficult to garner...
Next-generation technology can elevate advisors’ productivity with what-if scenarios, daily task mapping, portfolio alerts, and more....
Annie Sinigagliese in a CIPF podcast How is the regulatory framework in Canada addressing the rise in crypto assets? Annie Sinigagliese, Vice-President and Chief Product Officer at Croesus, and former Executive...