Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.
To provide their clients with an unparalleled experience, Croesus actively listens, learns, and engages with them to develop technology solutions that are innovative, flexible, and secure. Portfolio management solutions maximize efficiency, and data analysis tools allow financial services professionals to make informed decisions.
Portfolio management
Reporting
Models and Rebalancing
Risk management
Compliance management
Data analytics
Order management
Performance engine
Customer relationship management (CRM)
Investor portal
Portfolio management software adapted to your reality
To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variety of powerful tools and modules that help you increase your productivity and provide unparalleled service to your clients. Croesus Advisor’s modules and functionalities are versatile and tailored to the needs of advisors, portfolio managers, financial planners, and investors. Our software’s flexibility, precision, and reliability will unlock a world of opportunities.
Simplify your daily life
Our portfolio management software is designed to make advisors’ lives easier.
Optimize portfolios
Skilled advisors are committed to providing their clients with the very best. When it comes time to making critical decisions, Croesus Advisor is your trusted ally to ensure assets are carefully and strategically managed.
Ensure compliance
Croesus helps advisors follow and adapt to different regulatory changes.
Discover all our innovative solutions at www.croesus.com
By email or over the phone, we aim to create valuable experiences for our users. We are responsible for ensuring the full satisfaction of our clients and maximizing their use of our sophisticated wealth management solutions. With many years of experience combined, our team members are each dedicated to a client, which advances knowledge of not only the products and services offered by our FinTech, but also of our clients’ specific needs.
Client service center Monday to Friday, 8 a.m. to 5:30 p.m. 1-855-858-9701 (toll-free) [email protected]
Sales 450-662-6101 [email protected]
Croesus works on a contract basis and pricing is based on the number of users, transactions, and selected functionalities and services.
Our all-in-one solution has everything you need to expand your business towards new horizons. Get a free demo here: https://www.croesus.com/request-a-demo/
0 Reviews
Not Rated.
Write the first review
Help other software buyers make informed decisions.
It looks like Croesus hasn’t been reviewed yet. If you are a customer of theirs or have used their services in the past, why don’t you be the first to leave a review and tell other visitors about your experience?
Signing in with LinkedIn shows that your review is genuine and written by a real person. We can't and wouldn't post anything to your LinkedIn account or to your connections.
Don't use LinkedIn? You can write unverified reviews too.
Thanks for writing a review, please allow 48 hours for it to appear on the site.