Montréal, Québec, Canada – February 15, 2023. Croesus announces the renewal of its long-term partnership with Laurentian Bank of Canada (the “Bank”). As Canada’s leading WealthTech solution provider, Croesus will continue...
Montréal, Québec, Canada – November 22, 2022 Annie Sinigagliese, Vice-President, Chief Product Officer at Croesus was named a 2022 5-Star Leading Woman in Wealth by Wealth Professional magazine. Croesus wishes to...
Over a hundred of financial professionals gathered at two installments of the annual wealth management technology conference, Croesus Finnovation 2022 in Toronto and Montréal....
Croesus is proud to be named a 5-Star Wealth Tech Provider by Wealth Professional Canada in four categories: Portfolio Management Software, Financial Planning System, Financial Tools or Dashboards, and Back-Office...
Croesus is pleased to announce that it has received SOC 2 certification, assuring compliance of its internal control processes for protecting its data and those of its partners and clients....
Croesus is pleased to announce the appointment of Jonathan Gagnon as Vice-President of Software Engineering. In this role, Mr. Gagnon will be responsible for ensuring the successful implementation and advancement...
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...
Montréal, June 9, 2022 – Committed to providing state-of-the-art quality solutions and tools to financial professionals, Croesus is pleased to receive an excellence award for the WealthTech Service Provider of...
Montréal, Québec, Canada – June 1, 2022 The line-up for Canada's annual wealth management technology conference Croesus Finnovation 2022 was unveiled today. Participants will learn how to capitalize on key trends...
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...
Croesus has been recognized as one of the 20 Most Promising Canada Tech Companies in 2022 by CIOReview....
Next-generation technology can elevate advisors’ productivity with what-if scenarios, daily task mapping, portfolio alerts, and more....