Croesus Trust Center

Your valued partner

For over 30 years, leading financial institutions have placed their trust in Croesus. Our commitment to security, compliance, data privacy, and reliability is the foundation of our partnerships and the reason our solutions help professionals manage over $2.3 T in client assets.

Built on a foundation of security and reliability

In the financial world, trust is the most valuable asset. Croesus provides transparency into our comprehensive security and data protection to help you meet your regulatory and security obligations with confidence.

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Security

Protect your firm with a multi-layered defence strategy designed to neutralize evolving cyber threats.

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Data governance

Ensure data protection and integrity through robust local data residency and strict governance protocols.

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Compliance

Maintain proactive adherence to the highest industry standards and Canadian financial regulations.

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Reliability

Optimize operational continuity with an enterprise-grade infrastructure engineered for high performance.

Located in ultra-secure data centers
Disaster recovery sites
Independent client environments
Hosting facilities separated from development environments
Three-tier architecture secured by TLS-protocol encrypted communications
24/7 service availability and performance monitoring

Trusted by Canada’s leading financial institutions

Safeguard your business at every level

We combine a cloud-native architecture with rigorous defence-in-depth strategies to ensure your firm’s most sensitive information remains secure and accessible.

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A multi-layered defence

Your business can’t afford downtime. Our infrastructure is engineered for high availability and resilience, ensuring your teams can access our solutions when they need them most.

Cloud-native security

Leverage state-of-the-art physical and network controls within a high-availability infrastructure designed to eliminate single points of failure.

Secure development

Rely on applications built using a Secure Software Development Lifecycle (SSDLC), reinforced by continuous penetration testing and vulnerability scanning.

Proactive monitoring

Protect your operations with 24/7 threat detection and real-time system monitoring to maintain responsiveness, even during peak market volatility.

Proactive resilience & recovery

Our disaster recovery plan, owned and managed by Croesus, ensures the continuous operation of our solutions. This provides ongoing system accessibility for our clients. We conduct regular testing to guarantee rapid service restoration and data integrity, even in the event of a major disruption.

Third-party assurance

SOC 1 Type 2 (CSAE 3416)

Controls relevant to client financial reporting

SOC 2 Type 2

Security, availability, confidentiality

A commitment to data privacy

We understand the critical importance of data privacy in the financial services industry.

Advanced data protection

Ensure total confidentiality with industry-standard encryption protocols for all data, whether in transit or at rest.

Data residency

Store and process all client data to meet your firm’s strict regulatory and residency requirements.

Privacy by design

Build trust from the ground up by embedding privacy principles directly into every stage of our product development and operational workflows.

Data governance

Enforce strict internal access and retention policies to ensure that sensitive information is utilized solely for its intended purpose by authorized staff.
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Have specific security or compliance questions?

Independently verified and ready for regulatory scrutiny

We don’t just meet industry standards, we exceed them. Croesus provides the third-party assurance needed to meet regulators’ demands and navigate the changing financial landscape.

CIRO industry alignment

Accelerate your compliance with solutions specifically designed to meet the regulatory frameworks set by the Canadian Investment Regulatory Organization.

Privacy and data protection (Law 25 and PIPEDA)

Safeguard investor privacy with data handling practices that fully adhere to Quebec’s Law 25 and Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA).

Transparency you can trust

We believe in providing our clients with the information they need to conduct their due diligence with confidence.

Review our Privacy Policy