Credo Group

Based on 0 reviews

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

About the provider

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.

Leave a review

Reviewing this product couldn't be easier – just a simple two-step survey. Ready to go?


NextWealth analysis

Credo Group doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up


Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Risk profiling and suitability

No integrations available for Back Office Systems

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 Research

No integrations available for Risk profiling and suitability


Be the first to leave a review.

    Direct to your inbox

    To stay up to date with what's next in wealth subscribe to our newsletter