Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting, and application programming interfaces (APIs). These solutions empower wealth management professionals to enhance their productivity, strengthen client relationships, make informed decisions, and optimize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 250 employees in its Toronto, Montréal, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.
Imagine offers the power of a real-time, institutional-grade portfolio and risk management software solution, and provides clients the choice of full-service on-line accessibility with real-time pricing, security master, corporate actions, derived market data, and 24/7 connectivity or a traditional in-house software installation. http://www.imaginesoftware.com
Empowering Investment Management with Innovation.
We provide innovative Cloud Software and Exceptional Services that meet the unique needs of Investment Management firms, empowering them to make informed decisions, improve operational efficiency and enhance profitability.
We are committed to delivering a robust and scalable solution that prioritises user experience, data security, and compliance, allowing our clients to leverage the power of open architecture and interoperability.
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