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, and application programming interfaces
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, 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.
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 160 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 15,000 users who are investment advisors, financial advisers, wealth managers, portfolio managers, financial planners, portfolio rebalancing professionals, compliance specialists, analysts and assistants.
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 APIs
The API list is constantly growing based on client requests and market needs. Based on simple REST principles, our API endpoints return metadata in JSON format. Everything is documented with OpenAPI specifications in a dedicated developer portal that contains our entire API library. Croesus APIs allow firms to achieve total data integrity,......
business needs
- Digital Platforms & Tools
- Investment Platforms & Tools
- Market & Business Infrastructure
- Software Development & Management
- Technology Implementation & Management
Client type
client geography presence
view solutionCroesus Central
Croesus Central is a portfolio rebalancing solution that combines automated rebalancing, modelling, investment compliance, and tax efficiency. This cloud-based solution is designed for discretionary portfolio managers working in private banks or investment firms. It features customisation and integration capabilities with existing portfolio management systems. Financial institutions face recurring problems when it......
business needs
- Compliance & Regulation
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Client type
client geography presence
view solutionCroesus Risk and Compliance Module (RCM)
The Croesus Risk and Compliance Module can help wealth management professionals keep up with requirements to reduce the costs and workload associated with regulatory compliance. By efficiently pinpointing areas of risk you can provide clients with a more robust, comprehensive investment strategy that takes into account risk scenarios. From automating a......
business needs
- Business Intelligence & Practice Management
- Compliance & Regulation
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Risk Analysis & Management
Client type
client geography presence
view solutionCroesus Xpert
Portfolio management system adapted to your reality To stand out, wealth management professionals need reliable, performing and secured technologies that are adapted to their needs. Croesus Xpert portfolio management system offers a variety of powerful tools and modules that help professionals increase their productivity and provide unparalleled service to their clients.......
business needs
- Business & Client Risk
- Client Communications & Reporting
- Client Engagement & Management
- Compliance & Regulation
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
