Croesus
Since 1987, Croesus has provided brokerage firms and advisors with a portfolio management and integrated CRM software that combines core information processing, front-to-back office integration and data warehousing of critical financial and non-financial information.
Integration Features
  • Access critical Veo client data such as account information, quote lists, holdings, transactions and alerts
  • Leverage Veo client data in workflows
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