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Credo's is an independent provider of Wealth Solutions to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and Family Offices who are looking for a trusted partner. The Wealth Platform provides access to whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody (onshore & offshore), white-labelled Investor reporting, an online Investor portal and support for 20+ currencies. API connectivity is provided to interface with 3rd party systems.

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Cash Management
Cashflow Modelling
Client Portal
Practice Management System
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

No other integrations available.

No integrations available for Practice Management System

No integrations available for Research

No integrations available for Suitability Profiling


Integrates One Way

Integrates Both Ways


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