Croesus has been providing wealth management solutions since 1987. Currently, more than 10,000 investment professionals use its solutions to manage $900 billion in assets. Croesus offers an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools.
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.
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.
Will the financial world of tomorrow be driven by AI or do humans still have a part to play?
Several changes and adjustments are foreseen for advisors, brokerage firms, and banks.
Where client satisfaction was once the mantra of successful organizations, we have now seen a definitive shift to client experience.
How do you, as an advisor, position your business for growth over the next five to ten years?
Big data, digital transformation, and business intelligence are all phrases that have become increasingly popular over the last few years.
The importance of portfolio management and analytics in adapting to a changing regulatory environment
Taking on the “robo-advisors” won’t be easy. That’s why providing “product pitchers,” “assets allocators,” “model matchers” and “stock pickers” with the right tools is so important.
The advisor business is changing, and four trends will create a new advice model that will force advisors to focus on building a business, instead of a traditional practice.
