Croesus
HQ Address
600 Armand-Frappier Boulevard, Laval, QC H7V 4B4, Canada
Website Address
Relevant Regions
Business introduction
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, application programming interfaces, and AI-based video reporting
Croesus’s solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximise the management of their financial assets. Croesus’s mission is to provide a superior experience to its clients, users, and partners
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, application programming interfaces, and AI-based video reporting. These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximise the management of their assets under management.
Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 230 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.
Since its creation in 1987, Croesus has a proven track record of accuracy, robustness, and durability and is committed to maintaining the long-standing trust of the most demanding financial institutions. Croesus’s clients are private banks, wealth management divisions of large commercial banks, credit unions, family offices, wealth and asset management firms.
Croesus’s solutions are cloud-based, using Amazon Web Services (AWS) for flexibility, scalability, and connectivity. Its security standards are extremely high which allowed the company to obtain its SOC 2 certification in October 2022, demonstrating its reliability and its expertise in terms of security governance, availability, and confidentiality of the sensitive information entrusted to it.
In order to stay ahead of its competitors, in terms of technological leadership, the company has invested since 2018 in an internal applied research group called Croesus Lab. This group, which employs several Ph.D. 's, develops applications and solutions based on artificial intelligence, machine learning, generative AI and operational research.
Croesus - Secure, robust, and high-performance wealth management solutions
21/02/2024
Business Overview
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces. These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximise the management of their assets under management.
Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.
Since its creation in 1987, Croesus has a proven track record of accuracy, robustness, and durability and is committed to maintaining the long-standing trust of the most demanding financial institutions. Croesus’s clients are private banks, wealth management divisions of large commercial banks, credit unions, family offices, wealth and asset management firms.
Croesus’s solutions are cloud-based, using Amazon Web Services (AWS) for flexibility, scalability, and connectivity. Its security standards are extremely high which allowed the company to obtain its SOC 2 certification in October 2022, demonstrating its reliability and its expertise in terms of security governance, availability, and confidentiality of the sensitive information entrusted to it.
In order to stay ahead of its competitors, in terms of technological leadership, the company has invested since 2018 in an internal applied research group called Croesus Lab. This group, which employs several Ph.D. 's, develops applications and solutions based on artificial intelligence, machine learning, generative AI and operational research.
Customers
Croesus serves more than 100 financial clients ranging from large international banks to independent family offices, private banks, wealth management divisions of large commercial banks, credit unions, wealth and asset management firms.
This strong customer base represents 19,000 users who are investment advisors, financial advisers, wealth managers, portfolio managers, financial planners, portfolio rebalancing professionals, compliance specialists, analysts and assistants. In total, they manage US$2,000 billion in financial assets with their Croesus’s solutions.
Partners
Croesus has a long history of building and maintaining strategic partnerships with leading and complementary providers of technologies, services, and applications. Those partnerships enhanced the reach, versatility, security, and convenience of Croesus solutions. Croesus’s clients are particularly satisfied with such a great number of partners providing more ease-of-use, depth, and adaptability to the different Croesus’s solutions, easing their daily tasks significantly.
Key Data
Year founded
1987employees
201-500offices
3Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Croesus Solutions
Croesus Advisor
Simplify complexity. Amplify your value Free your teams from disconnected systems and tedious tasks. Croesus Advisor unifies every aspect of portfolio management into a single, intuitive platform, giving you back the time to focus on high-value activities. Performance Optimize workflows and increase productivity with tools designed for efficiency. Customization With hundreds of configurations, tailor the......
business needs
- Client Engagement & Management
- Digital Platforms & Tools
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Client type
client geography presence
view solutionCroesus APIs
Efficiency and continuity Leverage Croesus data and functionalities for the benefit of your clients. Reliability Ensure data continuity, integrity, accuracy, and confidentiality. Profitability Reduce operational, development, and deployment costs for new features. Productivity Increase productivity and process automation. Connectivity Enable easy and comprehensive system integration, ensuring seamless data flow between applications. 78% Leaders are stuck in data silos: you don’t have......
business needs
- Data Management & Analysis
- Digital Platforms & Tools
- Investment Platforms & Tools
- Market & Business Infrastructure
- Software Development & Management
Client type
client geography presence
view solutionCroesus Central
Scale hyper-personalization Seamlessly personalize and rebalance thousands of portfolios at once, based on your strategies, while meeting each client’s specific requirements. Performance Execute highly personalized strategies across your entire book of business. Productivity Scale portfolio rebalancing with automated compliance resolution. Compliance Reduce business risk with pre- and post-trade compliance checks. Profitability Lower operational and transaction costs through market order......
business needs
- Client Engagement & Management
- Digital Platforms & Tools
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Client type
client geography presence
view solutionCroesus Vidia
Redefine your client engagement Deliver a swift and personalized experience to your clients with automatically generated, AI-powered video reports. Performance 95% boost in investor information retention, enabling advisors to showcase services and advice. Productivity 20% time saved by advisors on preparation for client meetings. Business growth 34% of investors invest more when offered a hyperpersonalized experience. Differentiation 42% of......
business needs
- Client Engagement & Management
- Digital Platforms & Tools
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
