04 Dec Steadyhand signs with the FinTech Croesus
Montréal, December 4, 2019 – Croesus, leading provider of wealth management solutions announces its collaboration with its very first mutual fund client, Steadyhand. Established over 10 years ago in Vancouver, the organization has more than $900 million in assets under management.
Since its very beginnings, Steadyhand has leveraged an approach based on transparency, simplicity, affordable fees and an incomparable human experience. Its client’s benefit from direct access to world-class fund managers and tailored financial planning.
“We are thrilled to welcome our very first mutual fund client. As Croesus continues its growth in the wealth management industry, we couldn’t be prouder to collaborate with a client as reputed as Steadyhand,” stated Thomas Yuk, Director, Client Relations and Insights at Croesus.
The implementation concluded in October and the firm can now take advantage of Croesus’s key solutions such as Croesus Advisor, the portfolio management solution, Croesus Investor, the online portal as well as its numerous application programming interfaces (APIs).
Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. With over 180 employees in Montréal and Toronto, the Canadian leader draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. Its portfolio management solutions and application programming interfaces (APIs) maximize performance, and its data analytics tool allows financial services professionals to make informed decisions. Through the years, Croesus has won several awards as a high-quality product vendor, as well as an employer of choice. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.
Vice-President, Business Development and Strategic Partnerships