Why do advisors really leave? Croesus' Sanjay Kulkarni explores why technology, advisor experience, succession planning, and onboarding—not compensation alone—are driving advisor recruitment and AUM growth in today's wealth management market....
Discover how AI, personalization, and intelligent technology are transforming wealth management - and how Croesus is helping firms empower advisors, unlock insights, and deliver better client experiences....
In wealth management, the future belongs to firms that understand clients - not just markets. For decades, wealth management has been built on a simple premise: deliver performance, benchmark it,...
Croesus has been recognized by WealthBriefing in the Innovative Client Solution category for Croesus Vidia (powered by Storyline). In the article, Marc Riel explains how AI-powered video reporting is helping...
The launch of Croesus Vidia was featured in Advisor.ca’s October Tech Roundup. In the article, it was mentioned that "Montreal-based software company Croesus launched Croesus Vidia, an AI tool that...
Croesus is transforming client communication with Croesus Vidia, an artificial intelligence (AI)-generated video solution. Developed in collaboration with Storyline, Croesus's solution automatically converts complex market and portfolio data into short,...
Vincent Fraser, who has been at the helm of Croesus for a year and a half, is resolutely focused on the future. In this interview, he shares his vision, priorities,...
The tariff war initiated by the Trump administration poses a significant challenge to businesses in Laval. Yet, instead of succumbing to panic, it's possible to see this as an opportunity...
Discover why tax-efficient portfolio management is crucial for investors, especially HNWIs and UHNWIs. Learn how modern portfolio managers leverage technology and tax intelligence to obtain efficient after-tax returns and navigate...
Don't let your clients overpay on taxes. Learn how Swiss wealth managers can capture millions in value with a cross-border tax-efficient investment solution. Read this article or watch the webinar....
Croesus Advisor, the leading all-in-one portfolio management system in Canada, with over 19,000 users, has been recognized in the 2024 Gartner® Market Guide for Wealth Management All-in-One Advisor Desktop Platforms....
Maximize client returns and lighten their tax burden through tax-efficient investment personalisation. Swiss wealth managers discover how technology optimizes portfolios and elevates service for high-net-worth clients....