MONTRÉAL, Nov. 8, 2023
/CNW/ - Croesus, the Canadian leader in wealth management
technology, is pleased to announce a renewed agreement with
Richardson Wealth, a subsidiary of RF Capital Group (RCG.TO), and
one of Canada's largest
independent wealth management firms. As a result of this strategic
collaboration, Richardson Wealth is pleased to offer its advisors
access to portfolio reporting through Croesus Advisor, a flexible
tool that Croesus has refined over the last three
decades.
"The agreement with Richardson Wealth is, of course, great news
for Croesus. This market leader joins a long list of Croesus
clients, and we're delighted to be working with them," said
Marc Riel, Vice-President, Business
Development and Strategic Partnerships, North America at Croesus." It once again
confirms Croesus's ability to meet the demanding needs of
independent firms of Richardson Wealth's magnitude," he added.
Croesus and Richardson Wealth remain committed to providing
advisors with exceptional service, high-performance tools, and
flexibility of choice.
About Croesus
Croesus provides innovative, high-performance, and secure wealth
management solutions that include portfolio management platforms,
portfolio rebalancing tools, and application programming
interfaces. Our solutions empower wealth management professionals
to improve their productivity, make informed decisions, maximize
the performance of their assets under management, and enhance
client relationships. Croesus's mission is to provide a superior
experience to its clients, users, partners, and employees and to
have a positive impact on the community. With 200 employees in its
Montréal and Toronto offices,
Croesus has won several industry awards for being a high-quality
product provider and an outstanding employer.
About RF Capital Group
Inc.
RF Capital Group Inc. is a TSX-listed (TSX: RCG) wealth
management-focused company. Operating under the Richardson Wealth
brand, the Company is one of the largest independent wealth
management firms in Canada with
$34.7 billion in assets under
administration (as of September 30,
2023) and 21 offices across the country. The firm's Advisor
teams are focused exclusively on providing strategic wealth advice
and innovative investment solutions customized for high net worth
or ultra-high net worth families and entrepreneurs. The Company is
committed to maintaining exceptional fiduciary standards and has
earned certification – determined annually – from the Centre for
Fiduciary Excellence for its Separately Managed and Portfolio
Management Account platforms. Richardson Wealth has also been
recognized as a Great Place to Work™, a Best Workplace for Women, a
Best Workplace in Canada and
Ontario, a Best Workplace for
Mental Wellness, for Financial Services and Insurance, and for
Hybrid Work. For further information, please visit
www.rfcapgroup.com and www.RichardsonWealth.com.
SOURCE Croesus