Croesus with CE Corner

Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. With over 180 employees in Montréal and Toronto, the Canadian leader draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. Its portfolio management solutions and application programming interfaces (APIs) maximize performance, and its data analytics tool allows financial services professionals to make informed decisions. Through the years, Croesus has won several awards as a high-quality product vendor, as well as an employer of choice. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.


Available Courses:

September 21, 2022

Course provider:   Croesus with CE Corner

Price:

$0.00

Course Type:

Video

October 19, 2022

Course provider:   Croesus with CE Corner

Price:

$0.00

Course Type:

Video

Technology ABCs for Managing the XYZs

Technology ABCs for Managing the XYZs

We are in the middle of a historic $68-trillion intergenerational wealth transfer. 

October 19, 2021

Course provider:   Croesus with CE Corner

Price:

$0.00

Course Type:

Web Link


Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER