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....
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....
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....