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Croesus announces the availability of a new API platform to foster the emergence of an integrated wealth management ecosystem

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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

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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...

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by Croesus
| 26/04/2023 12:00:00

Croesus announced today the release of a new API platform that will simplify data integration from its portfolio management system into FinTech systems and applications. With this API platform, financial institutions and FinTechs will be able to utilise multiple APIs to access Croesus’s solutions data to be used in their banking systems or wealth management applications. This innovation reflects Croesus’s commitment to promoting open banking and open wealth.

The Croesus API platform has been designed by developers for developers. It contains a dedicated portal, a long and growing API library, clear and comprehensive documentation, and a quick and easy onboarding process.

“More than one year ago, we created a dedicated team in charge of API vision, development, and evolution. Today we are proud to release this new API platform. As a leader in the wealth management solutions industry, we seek, through our API platform, to help accelerate the speed of integration and time to market of new applications and features using data from Croesus,” said Annie Sinigagliese, Vice-President and Chief Product Officer at Croesus.

This innovation will preserve the continuity, integrity, accuracy, and confidentiality of financial and personal data when transferring between digital platforms that have not yet been integrated. As a result, developers from FinTechs and financial institutions will significantly improve their productivity and the security of their development work. Ultimately, the advancement of open wealth will enhance the efficiency of wealth management professionals in their daily operations and during interactions with clients.

Read the original article here.