Croesus Advisor, the leading all-in-one portfolio management system in Canada, with over 19,000 users, has been recognised in the 2024 Gartner® Market Guide for Wealth Management All-in-One Advisor Desktop Platforms.

Croesus Advisor simplifies and humanises wealth management by providing a comprehensive view of client data and engagement in a single, integrated platform. With all the necessary tools at their fingertips, advisors can focus on what matters most: building strong relationships and delivering exceptional client experiences.

In our view, as one of the first WealthTechs and a pioneer in software-as-a-service, Croesus continues to innovate and deliver exceptional solutions to its clients.

Gartner’s attribution and disclaimer
Gartner, Market Guide for Wealth Management All-in-One Advisor Desktop Platforms, By Chuck Thomas, 9 December 2024. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. Gartner does not endorse any vendor, product, or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organisation and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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