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...
Montréal, Québec, January 30, 2020 – For a fourth consecutive year, croesus was listed among Montréal’s Top Employers in regards of the Canada’s Top 100 Employers competition organized by Mediacorp...
Montréal, December 4, 2019 – Croesus, leading provider of wealth management solutions announces its collaboration with its very first mutual fund client, Steadyhand. Established over 10 years ago in Vancouver,...
Montréal, December 3, 2019 – Croesus announces the launch of a new initiative called United for the cause. This initiative allows employees to be directly involved in the annual donations...
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...