Croesus: We simplify wealth management

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Croesus offers a comprehensive suite of products that seamlessly integrate to streamline workflows and unlock new levels of productivity for wealth management professionals:

• Croesus Advisor: This all-in-one portfolio management system maximizes performance and fosters meaningful client connections. With a powerful CRM, robust calculation tools, and flexible customization options, Croesus Advisor is adaptable to unique needs and drive success. Effortlessly generate personalized reports that provide clients with clear and insightful views of their investments, strengthening transparency and trust.
• Croesus Central: Experience the peace of mind that comes with automated portfolio rebalancing. This powerful tool efficiently manages numerous accounts, supports strategic decisions with actionable insights, and optimizes tax strategies while ensuring compliance. Croesus Central also opens the door to hyper-personalization, empowering you to maintain this customization even as portfolios are rebalanced over time, thus catering to the evolving needs and preferences of your clients.
• Croesus APIs: User-friendly APIs enable seamless and secure integration of Croesus’s data and functionality into existing applications, fostering flexibility and innovation.

Croesus is built on a foundation of core principles:

• Productivity: Streamline operations and reclaim valuable time.
• Flexibility: Tailor solutions to meet the unique needs of both professionals and investors.
• Security: Safeguard sensitive data with robust infrastructure and processes.
• Reliability: Dependable systems, even in volatile markets.
• Robustness: Solutions built to handle the complex demands of leading financial institutions.

At Croesus, we believe in pushing the boundaries of what’s possible. Our dedicated applied research centre, Croesus Lab, explores cutting-edge technologies like AI and machine learning to develop transformative solutions for the wealth management sector.

Croesus is more than just a technology provider; we’re a partner in your success. Committed to superior client experiences and recognized for industry excellence, Croesus empowers wealth management professionals to achieve new levels of performance.

Discover how Croesus can transform your practice. Visit croesus.com or contact us to learn more.