14 Apr Rocklinc streamlines personalized portfolio management with Croesus
In today’s hyper-personalized era, investors demand portfolio management that reflects their unique values and needs. Rocklinc Investment Partners excels in meeting this demand. This independent research-driven investment management firm specializes in crafting high-quality asset portfolios tailored to each client’s specific needs and financial goals. With the integration of cutting-edge Croesus technology, Rocklinc has raised the bar on personalized service, achieving even greater efficiency and profitability.
“The value we immediately gained from Croesus Advisor was just amazing, and going forward, we are truly excited about the possibilities it presents to us in terms of the power of rebalancing, modeling, and all the specific criteria we can apply. There are just so many features that enable us to personalize every single account,” says Josiah Van Gurp, Investment Analyst at Rocklinc.
In this interview, Mr. Van Gurp explains how Croesus has empowered his firm to better serve its clients and the impact this technology has had on their workflow.
Rocklinc leverages Croesus Advisor, a comprehensive and customizable portfolio management system (PMS), refined over three decades of serving the Canadian wealth management sector. This PMS streamlines daily tasks and offers a high degree of flexibility with configurations at various levels. It provides customizable reports that meet Canadian compliance and wealth management professionals’ needs, along with investment compliance management featuring alerts. It also includes powerful tools for managing portfolios using pre-configured models, and functionalities for order management, risk management, CRM, rebalancing, reporting, and more.
How do you use Croesus?
JSG: When we found Croesus, we were looking for a technological solution to rebalance portfolios more efficiently. We wanted to incorporate client preferences into our asset allocation strategy so that investment management decisions could be reflected across all client portfolios quickly and efficiently. Croesus Advisor delivered exactly that.
As an investment analyst, I use Croesus based on suggestions from our investment team and requests from our advisors, who work closely with clients to understand their needs.
How has Croesus impacted your rebalancing process?
JSG: The immediate value we gained from Croesus was tremendous. We’re very excited about the possibilities Acheson and Nicolas from Croesus had shown us, particularly the rebalancing and modeling capabilities, and the ability to apply specific criteria – like handling substitute securities and investor restrictions. The numerous features enable us to personalize every account, while working at scale.
How does Croesus help you offer even more personalized service to your clients?
JSG: With Croesus, there’s always a way to personalize an account. We haven’t encountered a customization challenge Croesus couldn’t handle. We appreciate that flexibility and are optimistic about its future capabilities.
We’re constantly finding new ways to personalize accounts. Previously, client-specific requests often meant taking them off our portfolio model. Now, Croesus allows us to personalize within the model.
We can specify restrictions, like excluding certain stocks, or create a different portfolio or model. Therefore, we’re still able to manage everything within the Croesus platform.
Was the solution easy to implement?
JSG: The onboarding process was as smooth as it could get. We were set up right away. Acheson was very friendly and helpful.
We knew our needs but weren’t sure Croesus could meet them. We had questions, and Acheson, being very knowledgeable, answered them all. For the tougher technical questions, he brought in Nicolas, who was knowledgeable and technically skilled.
We quickly resolved all our questions and felt like we leveraged the system’s potential from the start. This was crucial, as we were already in the midst of a rebalancing project when we began looking for a solution.
Our investment team had already established the models and asset allocation strategy based on client risk tolerance and profiles. Our priority was to implement the solution as quickly as possible.