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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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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