Croesus provides wealth management solutions to financial institutions. Currently, more than 20,000 wealth management professionals use its solutions to manage $2.3 trillion in assets. Croesus offers an evolving platform that provides portfolio management, portfolio rebalancing, an API library, and AI-based reporting videos.
A smart solution that turns every report into an opportunity to engage with investors.
Canadian wealth managers need an IBOR, and portfolio management systems such as Croesus can help.
Fostering business growth: how the right portfolio management system can help
In this webinar, learn how open banking is poised to bring innovation to wealth management firms’ business models by enabling them to create more personalized financial solutions and new revenue opportunities.
In the webinar replay, learn how recent innovations in portfolio rebalancing now include value-added features that improve the productivity of professionals and wealth management and compliance teams.
Will the financial world of tomorrow be driven by AI or do humans still have a part to play?
Several changes and adjustments are foreseen for advisors, brokerage firms, and banks.
Where client satisfaction was once the mantra of successful organizations, we have now seen a definitive shift to client experience.
How do you, as an advisor, position your business for growth over the next five to ten years?
Big data, digital transformation, and business intelligence are all phrases that have become increasingly popular over the last few years.
