Montréal, Quebec, November 30, 2020 – Croesus president Mr. Sylvain Simpson is pleased to announce the appointment of Mr. Matthieu Cardinal as Vice-president, Business Development and Strategic Partnerships. Mr. Cardinal...
Interview techniques can help investment professionals grasp client needs and fears in order to offer tailored service that is both efficient and proactive. ...
Have you encountered a situation where a client was in a vulnerable position? Where some situations are easy to pick up on, others require greater awareness....
Several concepts are associated with portfolio performance calculation, including performance contribution, net and gross performance, calculation methods and investment vehicle currency, to name a few....
Epidemics, disasters, and tragedies can turn the very existence of our businesses upside down. The type of management required in times of crisis is quite different from what is practiced...
Delve into how advisors can leverage reports to help investors stay focused on their objectives during uncertain times....
Your reputation and credibility are your best allies for driving business development efforts. To rev up your reputation and boost visibility within the industry, you have a myriad of options...
Learn how a unified managed account strategy can help advisors grow their business by being more efficent....
Montréal, Québec, April 28, 2020 – Croesus has carved out its place among the 100 most innovatives WealthTechs in the world as part of the WealthTech100 annual contest organized by...
With unprecedented volatility in the markets today, advisors wish to provide their clients insights into portfolio holdings. Performance contribution data provides advisors with a clear view of how each position...
Leveraging a robust set of modeling and rebalancing tools is crucial for portfolio Managers so that they can grow their practice and optimize how client portfolios are managed. The execution...
Montréal, Québec, March 5, 2020 – For the third consecutive year, Croesus, one of Canada’s leading FinTech’s, preserves its position among the Gold Standard Winners in the Canada’s Best Managed...