Croesus

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600 Armand-Frappier Boulevard
Laval, QC H7V 4B4
Canada
About Croesus
  • Croesus is a fintech offering cutting-edge, easy to use wealth management solutions. Portfolio management solutions maximize efficiency, and data analysis tools allow financial services professionals to make informed decisions.
Competitors of Croesus

  • VestServe

    Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More

  • ClearStructure Financial Technology

    ClearStructure Financial Technology is a web-based portfolio management system, Sentry PM, leverages the latest advancements in technology to provide the unmatched flexibility, complete functionality and seamless automation.

  • Albridge Solutions

    Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial...
Products by Croesus

  • CROESUS

    Croesus has dedicated itself to perfecting portfolio management software for the financial services market. CROESUS is offered as a "software as a service" model that helps firms; create new cost models, reduce total cost of ownership and improve time to market. Read more

  • CRM

    The CROESUS CRM system enables financial professionals to improve client communications and client satisfaction. Fully integrated into the portfolio management system, the CRM system offers the following features: mass mailing and emailing functionalities, simplified sharing of data within the... Read more

  • Performance Reporting

    CROESUS professional reports offer financial institutions the power to enrich, personalize, customize and configure reports to enhance client relationships. They extend marketing and communication efforts and maintain competitiveness in the market. With the ability to customize reports,... Read more