A more structured way to work with capital.
Modern private-wealth experience —
more flexible, transparent, and digital.
Advisory and execution are provided through licensed financial partners.
Technology platform
A clearer digital layer for onboarding,
visibility, and client experience.
Licensed partners
Advisory and execution are organized through
licensed financial partners.
Interactive Brokers
Client assets remain at Interactive Brokers
in accounts opened in the client’s own name.
Everything you need,
in one calm interface.
No fragmented tools. No email chaos.
Just a clearer way to stay on top of your capital.
Portfolio oversight
Holdings, allocation, performance, and key changes in one place.
Curated opportunities
Selected ideas with a thesis, context, horizon, and next step.
Dedicated personal manager
A personal manager and access to partner-led advisory when needed.
Three ways to work with capital.
Start with the format that fits today. Add a more personal and comprehensive layer of support as your needs evolve.
Starting Frame
Smart Brokerage
Structured access
to selected opportunities.
Curated Ideas
Thesis, context, and time horizon
Disciplined execution
with risk and position framing
Execution organized
through a licensed financial partner
Personal portfolio layer
Advisory
Everything in Smart Brokerage, plus portfolio construction and ongoing review.
Personal allocation
Built around goals, horizon, and risk profile
Diversified portfolio
structure and oversight
Regular review
and adjustment over time
Broader capital coordination
Cresco Signature
The most comprehensive way
to work with capital
Strategic coordination
beyond a single portfolio
Tailored structuring
around specific priorities
Deeper work
on asset structure
and long-term planning
Smart Brokerage
Not a signal service.
A more disciplined way to access selected investment opportunities.
Each idea comes with a thesis, context, and time horizon
Risk and position size are framed upfront
The focus is on selective themes, not constant trading
Execution is organized through a licensed financial partner
Examples shown are individual investment ideas available through licensed partners. They do not represent Cresco or overall client portfolio performance. Past performance is not indicative of future results.
Less noise. More clarity.
Short market and portfolio recaps that help you see what changed, what mattered, and where attention may be needed.
Weekly market video brief
A concise video recap of the week’s key market developments.
Daily short digest
A quick written market update without the usual noise.
Personal portfolio recap
A focused summary of changes, drivers, and points to watch.
Informational summaries only. Not personal investment advice.
Your assets remain at Interactive Brokers.
Cresco does not custody client assets. The platform improves visibility and the client experience,
while custody remains with Interactive Brokers and regulated services are organized through licensed partners.
Client
Account Owner
Client Interface
Interactive Brokers Account
Client-owned Account
Custody by IBKR
You remain the account owner
Accounts are opened in the client’s own name.
Assets stay at IBKR
Custody remains with established broker infrastructure.
Reporting remains transparent
Ownership, reporting, and portfolio visibility stay clear and accessible.
Cresco does not hold client funds.
Getting started is straightforward.
From first introduction to full access,
the process is designed to stay clear and efficient.
Register
Register and tell us a bit about your goals.
Profiling & KYC
Complete profiling and KYC, and connect to the relevant licensed partner.
Connect Brokerage
Open or connect your brokerage account.
Full Access
Access opportunities, reporting, recaps, and ongoing portfolio support.
Frequently asked questions
What is Cresco?
Cresco is a digital wealth platform that brings portfolio visibility, selected investment opportunities, documents, market recaps, and access to ongoing support into one refined interface.
How is Cresco different from a brokerage app?
Cresco is not built for constant trading. It is designed as a more structured way to work with capital — with oversight, curated opportunities, reporting, and personal support in one calm digital environment.
What is Smart Brokerage?
Smart Brokerage gives clients access to selected investment opportunities with a clear thesis, market context, time horizon, and risk framing. It is not a signal service or a retail trading feed.
How are Smart Brokerage, Advisory, and Cresco Signature different?
Smart Brokerage focuses on selected opportunities. Advisory adds portfolio construction, allocation logic, and regular review. Cresco Signature is the most comprehensive format, designed for broader work around capital, long-term priorities, and coordinated support.
Where are my assets held?
Client assets are held in accounts opened in the client’s own name at Interactive Brokers. Cresco does not hold client funds or custody client assets.
Who provides advisory and execution?
Advisory, portfolio decisions, and trade execution are provided through licensed financial partners. Cresco acts as the technology platform and client interface.
What will I see inside the platform?
You can typically see your onboarding status, portfolio overview, selected opportunities, documents, market and portfolio recaps, and the next steps relevant to your account.
How do I get started?
The process usually includes registration, client profiling, KYC with the relevant licensed partner, and opening or connecting a brokerage account. After that, you can access opportunities, reporting, recaps, and ongoing support.
A more organized way
to stay on top of capital.
Start with a short introduction and see which format
fits your goals, timeline, and level of support.
Assets remain at Interactive Brokers. Advisory and execution are provided through licensed financial partners.