Portfolio management and client communication tools for wealth management institutions.
Croesus positions itself as Canada's dominant portfolio management platform for financial institutions, with over $2.3 trillion in client assets managed across 20,000 users at more than 100 firms. The company's product suite addresses three distinct operational layers: portfolio management and reporting through Croesus Advisor, automated rebalancing via Croesus Central, and client communication through Croesus Vidia, an AI-generated video reporting tool developed with partner Storyline. Private banks and wealth management firms with advisory relationships, rather than direct family office principals, represent the core buyer.
For investment teams evaluating a portfolio management system, the practical differentiators are worth examining closely:
Croesus serves institutions primarily in Canada, with offices in Laval, Montreal, Toronto, and Geneva, and country options on its contact form extending to Belgium, France, Luxembourg, Switzerland, the United Kingdom, and the United States. Pricing is not publicly disclosed. Buyers outside Canada, particularly those requiring multi-jurisdiction regulatory support or private markets coverage, should verify depth of fit before committing. The platform is built for advisor-driven institutions managing large client counts, and firms with simpler structures may find the configuration breadth unnecessary.
Stop reporting and start communicating.
On Croesus, from a family-office user
Built for Advisors / Wealth Advisors (RIA), Investment Teams.
Client Service Center available Monday to Friday 8am to 5:30pm, toll-free phone support, email, dedicated client training and change management services.