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Croesus renews five-year partnership with a second Canadian chartered bank

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Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces

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by Croesus
| 07/03/2023 12:00:00

Croesus announces the renewal of a long-term partnership with a second major Canadian chartered bank within a month. The leader in the wealth management technology industry is pleased with this latest achievement from one of the country’s leading banks for the next five years.

Croesus will continue to provide its long-time banking partner with innovative wealth management solutions, including its portfolio management system, Croesus Advisor, and its application programming interfaces.

With this collaboration, which has spanned several years now, thousands of the bank’s users benefit each day from Croesus’s wealth management technologies to better serve Canadian and international investors.

“The renewal of a second agreement with another major financial institution confirms the high standards of innovation, security, and reliability of our solutions,” said Luc Larose, Vice-President, Client Experience, at Croesus. “We are extremely proud to continue our partnership for the next five years with this prestigious client. Our 13-year cooperation is based on exceptional service, highly configurable products, and ease of daily use for the thousands of professionals at this institution,” he added.

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