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Croesus Offers Custodial and Held-Away Account Data Aggregation through Its Integration with Morningstar ByAllAccounts

Submitted by Technology Tools for Today on January 18th, 2016


Croesus, a leading provider of wealth management solutions, and Morningstar, Inc., a leading provider of independent investment research, today announced at the AICPA Conference the integration of the Morningstar® ByAllAccountsSM aggregation service into the Croesus portfolio management platform for financial institutions.

The integration allows investment professionals to offer consolidated reporting through custodial and held-away account data aggregation from thousands of financial institutions and different account types, such as IRAs, trusts, 401(k)s, 529 plans, annuities, mutual funds, alternative investments and REITs. Aggregated account data includes investment positions, balances, transactions and securities.

“The combination of custodial and held-away account data aggregation services with our portfolio management software empowers our clients to provide comprehensive financial advice based on a holistic view of investor wealth,” said Croesus’ Vice President of Sales and Marketing, Vincent Guyaux.

“The best investment recommendations start with a comprehensive, accurate, and timely picture of an investor’s total wealth,” James Carney, head of Morningstar ByAllAccounts, said. “We are pleased to work with Croesus to help its advisor clients make better financial decisions for investors.”

About Croesus
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use Croesus solutions to manage over $800 billion in assets. With its 150 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a 2014 winner of Canada’s Best Managed Companies and has offices in Montreal, Toronto and San Diego. For more information, visit croesus.com.

About Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. The company has operations in 27 countries. For more information, visit byallaccounts.morningstar.com.

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