Don't let your clients overpay on taxes. Learn how Swiss wealth managers can capture millions in value with a cross-border tax-efficient investment solution. Read this article or watch the webinar....
Croesus Advisor, the leading all-in-one portfolio management system in Canada, with over 19,000 users, has been recognized in the 2024 Gartner® Market Guide for Wealth Management All-in-One Advisor Desktop Platforms....
Maximize client returns and lighten their tax burden through tax-efficient investment personalisation. Swiss wealth managers discover how technology optimizes portfolios and elevates service for high-net-worth clients....
Open Wealth is transforming wealth management through secure data sharing via APIs. This article explores the benefits, challenges, and future of Open Wealth, highlighting how it enhances client experiences, improves...
Croesus is pleased to announce the appointment of Vincent Lévesque as Vice-President, Head of Products. Lévesque will be responsible for leading and implementing the Canadian WealthTech’s product strategy....
Artificial intelligence is no longer a futuristic concept. It's poised to reshape how we live, work, and interact. The wealth management industry is no exception, standing at the cusp of...
Open Wealth emerges as a powerful catalyst for change, offering wealth management firms a unique opportunity to thrive. Embracing it will lead to enhanced growth, deeper client connections, and a...
Croesus and Indigita SA have announced a strategic partnership to simplify tax-efficient portfolio management for wealth professionals....
Imagine reclaiming up to 50 percent of the time you currently spend on portfolio rebalancing and associated, recurring tasks. If that’s got your attention, then this webinar is a must...
In the intricate world of wealth management, financial advisors juggle a multitude of information. To thrive in this environment, they need WealthTech solutions that go beyond basic functionality and offer...
The Wealth Mosaic Talks To Luc Larose, Vice President of Client Experience at Croesus, to get his perspective on key attributes financial services firms should bear in mind when choosing...
At the core of successful advisory practices lies a modern portfolio management system. Today’s systems help advisors efficiently manage and prioritize client communication, assess positions and history, rebalance as necessary,...