Romain Faraut shares his opinion on why, in today's market, wealth managers need access to better portfolio tools with The Wealth Mosaic....
The prestigious panel of independent judges who evaluated the applications noted that Croesus has consistently demonstrated a solid financial technology track record and has consolidated its position as a pioneer...
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'....
Croesus, the Canadian leader in wealth management technology has announced a strategic partnership with Mako Financial Technologies (Mako Fintech) that will improve the productivity of wealth management professionals in their...
Croesus, the Canadian leader in wealth management technology, is pleased to announce a renewed agreement with Richardson Wealth, a subsidiary of RF Capital Group (RCG.TO), and one of Canada’s largest...
Vancouver, B.C., Canada – October 13, 2023 Some of the most well-informed financial professionals on Canada's West Coast gathered yesterday for Croesus Finnovation 2023 in Vancouver. The annual wealth management technology...
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....
Montreal, Quebec, Canada – August 8, 2023 This year, the annual Croesus Finnovation WealthTech conference will be held in Vancouver. Come and meet the experts from Croesus, Canada’s leading WealthTech company,...
Croesus announced today the appointment of Vincent Fraser as a new member of its board of directors. Mr. Fraser brings to the table his 25 years of experience in the...
Croesus announced today the release of a new API platform that will simplify data integration from its portfolio management system into FinTech systems and applications....