Croesus, the Canadian leader in wealth management technology, is pleased to announce a renewed agreement with Richardson Wealth, a subsidiary of RF Capital Group (RCG.TO), and one of Canada’s largest independent wealth management firms. As a result of this strategic collaboration, Richardson Wealth is pleased to offer its advisors access to portfolio reporting through Croesus Advisor, a flexible tool that Croesus has refined over the last three decades.

“The agreement with Richardson Wealth is, of course, great news for Croesus. This market leader joins a long list of Croesus clients, and we’re delighted to be working with them,” said Marc Riel, Vice-President, Business Development and Strategic Partnerships, North America, at Croesus. “It once again confirms Croesus’s ability to meet the demanding needs of independent firms of Richardson Wealth’s magnitude,” he added.

Croesus and Richardson Wealth remain committed to providing advisors with exceptional service, high-performance tools, and flexibility of choice.

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