Croesus is a leading provider of wealth management solutions for the financial services industry. With a reputation 30 years strong, they offer user-friendly products, adapted to the reality of financial advisors. Their portfolio management solution, Croesus Advisor, features advanced tools to securely and efficiently manage client assets. They also provide straightforward and seamless portfolio rebalancing with Croesus Central. Additionally, they offer APIs for sending financial data easily and securely. With a market share of over 55% in Canada, they have been a standout provider since 1987.