Croesus is a leading provider of wealth management solutions based in Laval, QC, Canada. With a strong presence in the financial industry since 1987, Croesus offers a comprehensive portfolio of products and services tailored to meet the needs of wealth management advisors, portfolio management firms, full-service and discount brokerages, asset management firms, and mutual fund firms. Croesus Advisor, their user-friendly and innovative portfolio management solution, equips wealth management advisors with advanced tools to securely manage client assets efficiently.

Additionally, Croesus Central provides tailored and seamless portfolio rebalancing, enabling more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. With Croesus APIs, financial data can be easily and securely exchanged. Croesus's commitment to innovation is evident in their rich history and industry expertise, making them a trusted provider with a market share in Canada over 55%*.

Their products are known for being user-friendly without compromising performance or efficiency. Experience the difference and see why so many brokerages and banks trust Croesus to manage over 1. 7 trillion dollars in client assets.

Request a demo and unlock the potential of Croesus's wealth management solutions today