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....
For a second consecutive year, Croesus holds its position as a member of Canada’s Best Managed Companies Platinum Club, organized by Deloitte....
At Croesus, people are at the heart of our priorities. Once again, the Laval-based WealthTech was recognized as one of Canada’s Top Small & Medium Employers in the 2022 competition...
Matthieu Cardinal, Vice-President, Business Development and Strategic Partnerships at Croesus, talks to Tom Burroughes, Group Editor at WealthBriefing....
Croesus is proud to be a winner at the 2022 WealthTech Americas Awards presented by ClearView Financial Media. Croesus Central’s automated modeling and rebalancing solution was awarded in the WealthTech...
Montréal, Québec, Canada – February 15, 2022 For the sixth consecutive year, Croesus has been recognized as one of Montréal’s Top Employers in the eponymous competition organized by Mediacorp Canada Inc....
Laval, February 14, 2022 – Fondation Cité de la Santé, which serves all CISSS de Laval facilities, would like to thank Croesus for its generous donation. In this month of...