Echelon Wealth Companions monetary advisors now profit from Crossus options


Montreal and Toronto, February 3, 2022 /CNW Telbec/ – Crosus, Canada’s chief in Software program-as-a-Service (SaaS) wealth administration options for greater than 20 years, is happy to announce that Echelon Wealth Companions (Echelon) Monetary Advisors is now offering monetary advisory companies to its purchasers. Managing the portfolio. With Cross resolution. About 85 monetary advisors in its Canadian places of work handle approx. $8 billion Investor in property to purchasers, has adopted Crossus Advisory resolution to fulfill their portfolio administration wants. Consultants may also be capable of entry the Order Administration module and make the most of the state-of-the-art modeling capabilities of Crossus Advisor. This settlement will convey main advantages to Echelon’s staff of pros in day-to-day effectivity, value discount and buyer relationship administration.

“We’re proud and thrilled by Echelon’s determination to pick CrossAdvisor as our core portfolio administration resolution to drive our progress. Their professionals are actually extra productive whereas having fun with the improved person expertise supplied by our options and environment friendly instruments. That is one other step in direction of our purpose of providing Crossus to as many traders as potential,” stated sylvain simpsonPresident of Crosses.

“We would have liked a brand new portfolio administration platform to assist the expansion of our enterprise and convey higher effectivity to our each day operations. After analyzing the varied accessible methods, we got here to the conclusion that Crossus Advisor has many functionalities and our Potential to scale with rising enterprise was the most suitable choice,” stated James HunterHead of Wealth Administration at Echelon Wealth Companions.

Extra about Croesus

Based in 1987, Crossus is a Canadian wealthtech that gives state-of-the-art, easy-to-use and extremely safe cash administration options. A frontrunner on this area with over 180 staff in Montreal and Toronto, Crossus’ options embrace a portfolio administration system, centralized portfolio rebalancing and utility programming interfaces (APIs), which permit wealth administration professionals to make knowledgeable selections and maximize efficiency. Crossus’ providing is designed for interconnectivity and third occasion integration to offer best-in-class person expertise and to cowl funding course of regulatory necessities. Crossus has obtained quite a few awards and business recognition as a top quality product provider and a notable employer.
for extra info please go to www.croesus.com,

About Echelon Wealth Companions

Echelon Wealth Companions is a Canadian unbiased wealth administration and capital markets agency identified for its client-centered method and modern, entrepreneurial spirit. The corporate has roughly 85 advisors and portfolio managers who administer and take care of greater than $8 billion in property underneath administration. Echelon supplies a variety of economic companies for people, households, establishments and company purchasers from its 10 places of work Canada, Echelon Wealth Companions is a member agency of the funding business regulatory group Canada (IIROC) and the Canadian Investor Safety Fund (CIPF). for extra info please go to www.echelonpartners.com,

Supply

For extra info: Frederick Le Bauer, Director of Product Advertising and Enterprise Promotion, Crosses, [email protected], 1-855-243-6101; James Hunter, Head of Wealth Administration, Echelon Wealth Companions, [email protected]1-416-572-5523



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