Security Financial Private Investment Counsel

Our Platform

Compliant and accurate statement reporting, coupled with client access to view and monitor their accounts is equally important.

For this reason, we outsourced with a leading WealthTech software provider who services some of Canada’s largest financial services organizations.  Founded in 1987, Croesus provides industry compliant, easy to use wealth management software. With over 180 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software is being integrated with its sophisticated solutions offering.

Security Financial Private Investment Counsel

With Croesus, our firm provides clients with online access to their account information including, current holdings, transaction history, portfolio performance, and other reports through a secure online client portal.