The Wealth Mosaic talks to Romain Faraut about Croesus’ expansion into Europe
Romain Faraut shares his opinion on why, in today's market, wealth managers need access to better portfolio tools with The Wealth Mosaic....
Mar 19
In the media
Jan 10
Croesus and Mako FinTech join forces
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....
Dec 21
Fintech partner up to bolster wealth management services
Richardson Wealth renews agreement with Croesus. Croesus partners with Mako Financial Technologies for KYC....
Dec 20
Canadian tech firms teaming up to bridge advisor productivity gap
Integration of onboarding platform with Canadian wealthtech leader promises 'new level of productivity and ease'....
Oct 10
Unlocking the benefits of Open Banking for Wealth Management
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....
Apr 13
Capitalizing on wealth management trends
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...
Jul 1
What more should a portfolio rebalancing software offer?
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...
May 24
Croesus: Opening a world of possibilities
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...
May 12
Why it’s time for advisors to level up their portfolio rebalancing solutions
Next-generation technology can elevate advisors’ productivity with what-if scenarios, daily task mapping, portfolio alerts, and more....
Jan 27
How is the regulatory framework in Canada addressing the rise of crypto assets?
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...