In terms of business intelligence, Croesus is renowned for our superior capabilities in client data management. Even with clients we’ve had for twenty years, we can handle and present all the company’s financial information in one place, in a very intelligent and instructive way.
– Sylvain Simpson, President of Croesus
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions across North America. Nearly 10,000 investment professionals use their platform to collectively manage over $900 billion in assets.