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Wealth & Private Banking › Portfolio & Wealth Management › Rebalancing
Croesus
Canadian wealth management suite with portfolio management, rebalancing and APIs used widely by investment professionals.
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Overview
Croesus provides wealth management solutions for the financial industry, including a portfolio management system, portfolio rebalancing tools and APIs. Its all-in-one portfolio management platform is widely used across Canada by investment advisors and portfolio managers.
Serving the industry since 1987, Croesus pairs portfolio construction and rebalancing with secure, integrated technology for wealth firms, banks and asset managers.
Key Features
- + Portfolio rebalancing tools
- + All-in-one portfolio management system
- + Multi-account model management
- + APIs for wealth data and workflows
- + Performance monitoring and analytics
- + Secure, integrated wealth platform
Integrations
Open APICustodians
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