Solution introduction

Connectivity and Integration

Croesus APIs enable clients and partners to easily and securely integrate Croesus data and functionalities into their own applications

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 to be.

Features

Features to streamline development
The APIs have been rigorously developed to expand the scope of data sources and facilitate integration.

Power your client portal
Feed live portfolio performance data, account holdings, and transaction history directly into your investor portal for a richer user experience.

Ease of access and use
Each API comes with precise and comprehensive documentation based on OpenAPI specifications, simplifying the integration of new elements by developers.

Meeting industry standards
Our APIs are built using REST architecture principles and the JSON metadata exchange format, following industry best practices.

Benefits

Main benefits:

  • Productivity improvement
  • Cost reduction
  • Decreased time of development
  • Automation
  • Easy deployment
  • Precision and security
  • Data continuity and integrity when data flow between systems

Key Data

Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
Client Regional Presence
  • North America
  • Western Europe

Croesus APIs

Please click the button below to connect with Croesus

Connect with Croesus

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.