Montréal, December 2, 2019 — The first edition of the Croesus Finnovation Conference was a resounding success. Nearly 200 wealth management professionals participated in this multi-city event. The Montréal edition...
Customer Service Center (CSC) employees are a vital resource for financial institutions and their clients. In the heart of the action, they have extensive knowledge of each client’s internal tools...
In the digital age, when every bit of information is accessible, it can be difficult to make your mark in the industry. Leveraging social media is a simple, effective, economical...
Montréal, October 16, 2019 – Croesus will take part in the seventh edition of the Fintech Forum at the Palais des congrès de Montréal on October 22 and 23, 2019....
Montréal, Québec, September 30, 2019 – Croesus, a leading provider of portfolio management solutions, announces its first business relationship with an institutional client, Claret, a firm specialized in portfolio management...
Montréal, September 16, 2019 — Croesus, Canada’s leading wealth management solutions provider has today unveiled its alliance with weightlifter Kristel Ngarlem. This initiative is in line with a charitable project...
The Agile-DevOps movement is thriving and many companies have already taken the leap, find out why by reading this article....
Montreal, July 15, 2019 — Croesus, Canada’s leading portfolio management solutions provider has today announced that it has entered into an agreement to acquire softTarget. This Montreal-based firm is specialized...
As your company evolves, meeting the needs and demands of all your clients represents a growing challenge. How can you accommodate one party without detriment to others?...
Montréal, Québec, May 31, 2019 – Students at Concordia’s John Molson School of Business (JMSB) will soon gain hands-on investing experience thanks to gift-in-kind of nearly $300,000 from Croesus. Through Croesus Advisor...
Montréal, Québec, May 14, 2019 – Croesus announces the official launch of Croesus Finnovation, a summit for the wealth management industry to be held on November 22, 2019, at the Sofitel Montréal...
Information security is a key issue for any company and can quickly become a matter of life or death for your operations. As an investment advisor, it is your duty...