Croesus

HQ Address

600 Armand-Frappier Boulevard, Laval, QC H7V 4B4, Canada

Website Address

www.croesus.com

Connect with Croesus
Business introduction

A Portfolio of Possibilities. Wealth Management Solutions

Pioneers in a world of innovation

Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. With more than 15,000 users, $1.2 trillion in client assets under administration, and 50 % market share in Canada, Croesus has proven itself to be the provider of choice for portfolio management solutions.

Croesus’ solutions include a portfolio management system, centralized rebalancing and application programming interfaces (APIs) which allow wealth management professionals to make informed decisions and maximize performance. The platform is designed for interconnectivity and third-party integrations to provide a best-in-class user experience and cover investment process regulatory requirements. Croesus has won several awards and industry recognitions as a high-quality product supplier and a remarkable employer.

Croesus Solutions

Croesus Advisor

To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variety of powerful tools and modules that help you increase your productivity and provide unparalleled service to your clients. Croesus Advisor’s modules and functionalities are versatile and tailored to......

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Croesus Central

Croesus Central is a solution that brings together modeling, automated rebalancing, and compliance management. This new product is characterized by its flexibility and integrates with our portfolio management system Croesus Advisor. It saves a lot of time for any portfolio rebalancing tasks.  The following are some of the many benefits of......

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Croesus Investor

The investor portal, an online solution designed to support the incomparable Croesus Advisor portfolio management software, provides investors with easy and secure access to their portfolio. User-friendly and dynamic, the Croesus Investor client portal facilitates searches and ensures deeper understanding for its users. Advisors can then focus on what matters......

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Croesus Mobile Advisor

Croesus Mobile Advisor guarantees continuous service and maximum information security. Since you can readily access the most important data from your tablet, answering your clients’ inquiries has never been so fast and easy. To ensure maximum information security, the data displayed will come from Croesus Advisor and will never be......

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Croesus Risk and Compliance Manager

The Croesus Risk and Compliance Manager can help you keep up with all of these new  requirements to reduce the fees 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.......

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Customer Relationship Management (CRM)

The integrated CRM featured in Croesus Advisor allows you to adhere to the know your client rule and automatically or manually enter all the data relating to your clients’ personal and financial situation. This will enable you to take advantage of powerful information mining and segmentation capabilities....

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Order management

Securely make purchases, sales, and switches, either by block trade or individual transactions. Transactions may be sent directly to the market or, as the case may be, to a trading desk for order management....

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Reporting

Croesus advisor enables you to generate individual reports or report groups for clients and relationships. Users can define start and end dates, and set display and calculation preferences. The format and appearance of reports can be customized for your firm....

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