Partners

Unlock a wide range of features through our partners

Croesus integrates with leading partners allowing wealth management professionals to provide comprehensive services to their clients. Thanks to its open architecture and APIs, Croesus can easily integrate with third-party technology companies. Our list of strategic partnerships is constantly growing. Croesus strives to create integrations that add value by improving the client experience.

Back offices

Correspondent networks

Order management systems

Financial and market data

CRMs

Financial planning tools

Account aggregation

Reports

Experience the difference