Croesus | Investment Executive https://www.investmentexecutive.com/brand-knowledge_/croesus/ Canada's news source for financial professionals Mon, 24 Nov 2025 20:24:57 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Croesus | Investment Executive https://www.investmentexecutive.com/brand-knowledge_/croesus/ 32 32 Croesus Vidia brings investment information to life https://www.investmentexecutive.com/brand-knowledge_/croesus/croesus-vidia-brings-investment-information-to-life/ Mon, 17 Nov 2025 12:00:29 +0000 https://www.investmentexecutive.com/?p=524951 A smart solution that turns every report into an opportunity to engage with investors.

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]]> Your PMS must support independent book of record requirements https://www.investmentexecutive.com/brand-knowledge_/croesus/your-pms-must-support-independent-book-of-record-requirements/ Mon, 07 Apr 2025 11:00:32 +0000 https://www.investmentexecutive.com/?p=505895 Canadian wealth managers need an IBOR, and portfolio management systems such as Croesus can help.

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]]> Manage Your Clients’ Assets More Efficiently https://www.investmentexecutive.com/brand-knowledge_/croesus/manage-your-clients-assets-more-efficiently/ Mon, 17 Jun 2024 11:00:48 +0000 https://www.investmentexecutive.com/?p=485599 Fostering business growth: how the right portfolio management system can help

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]]> Open Banking: Wealth Management’s Next Growth Opportunity https://www.investmentexecutive.com/brand-knowledge_/croesus/open-banking-wealth-managements-next-growth-opportunity/ Tue, 11 Apr 2023 11:00:45 +0000 https://www.investmentexecutive.com/?p=463214 In this webinar, learn how open banking is poised to bring innovation to wealth management firms’ business models by enabling them to create more personalized financial solutions and new revenue opportunities.

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]]> How can modern rebalancing improve your business? https://www.investmentexecutive.com/brand-knowledge_/croesus/how-can-modern-rebalancing-improve-your-business/ Mon, 15 Aug 2022 11:00:29 +0000 https://www.investmentexecutive.com/?p=449392 In the webinar replay, learn how recent innovations in portfolio rebalancing now include value-added features that improve the productivity of professionals and wealth management and compliance teams.

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]]> Artificial Intelligence: Opportunity or Threat? https://www.investmentexecutive.com/brand-knowledge_/croesus/artificial-intelligence-opportunity-or-threat/ Thu, 23 Nov 2017 14:30:00 +0000 https://avatar.investmentexecutive.com/uncategorized/artificial-intelligence-opportunity-or-threat/ Will the financial world of tomorrow be driven by AI or do humans still have a part to play?

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]]> Make regulatory compliance easier with RegTech https://www.investmentexecutive.com/brand-knowledge_/croesus/make-regulatory-compliance-easier-with-regtech/ Thu, 05 Oct 2017 15:00:00 +0000 https://avatar.investmentexecutive.com/uncategorized/make-regulatory-compliance-easier-with-regtech/ Several changes and adjustments are foreseen for advisors, brokerage firms, and banks.

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]]> 5 Techniques that Let Client Experience Do the Talking https://www.investmentexecutive.com/brand-knowledge_/croesus/5-techniques-that-let-client-experience-do-the-talking/ Wed, 06 Sep 2017 19:00:00 +0000 https://www.investmentexecutive.com/uncategorized/5-techniques-that-let-client-experience-do-the-talking/ Where client satisfaction was once the mantra of successful organizations, we have now seen a definitive shift to client experience.

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]]> Looking to the Future for Better Performance https://www.investmentexecutive.com/brand-knowledge_/croesus/looking-to-the-future-for-better-performance/ Mon, 29 May 2017 15:00:00 +0000 https://www.investmentexecutive.com/uncategorized/looking-to-the-future-for-better-performance/ How do you, as an advisor, position your business for growth over the next five to ten years?

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]]> Making a Case for Business Intelligence https://www.investmentexecutive.com/brand-knowledge_/croesus/making-a-case-for-business-intelligence/ Wed, 22 Mar 2017 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/making-a-case-for-business-intelligence/ Big data, digital transformation, and business intelligence are all phrases that have become increasingly popular over the last few years.

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