Croesus Finansoft

Croesus is a renowned provider of wealth management solutions for the financial services industry, with a rich history dating back to 1987. Based in Montreal, Toronto, and Geneva, our organization has been dedicated to empowering brokerages, banks, and portfolio management firms across North America by offering adaptable, user-friendly, and high-performance tools designed for efficiently managing client assets.

At Croesus, we take great pride in managing over 1.7 trillion dollars in client assets for a diverse range of institutions. Our unwavering commitment to innovation is evident in the expertise we bring to the development of quality solutions tailored to the specific needs of the financial industry.

Our Solutions

Croesus Advisor, our portfolio management solution, is a cornerstone offering for wealth management advisors. The platform stands out with its advanced tools that enable secure, efficient management of client assets, boasting a user-friendly and high-performance design that allows users to make the most of their time and boost productivity.

Efficient portfolio rebalancing is at the forefront of our innovative Croesus Central platform. The system's straightforward, customized rebalancing capabilities prioritize reliability and flexibility, ensuring compliance with client and regulatory constraints while enabling more time for client-facing activities and business growth.

Our powerful Croesus APIs allow for the easy and secure exchange of financial data, facilitating seamless integration with existing systems and business processes.

Why Choose Croesus?

At Croesus, we offer:

• User-friendly products with adaptability, performance, and efficiency that cater to your unique requirements.
• A strong reputation gained over three decades of success in the wealth management industry.
• A commitment to innovation, powered by the knowledge and experience of our employees.
• Unequivocal expertise that results in industry-leading solutions recognized across North America.

Discover the Croesus difference for yourself by requesting a demo of our wealth management solutions today.