User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Access a variety of performance tools and functions to boost your productivity and provide unequaled service to your clients. Skilled advisors are committed to providing their clients with the very best. When it comes time to make critical decisions, Croesus Advisor is your trusted ally to ensure assets are carefully and strategically managed.
Core Features
Investment Management Features
  • Benchmarking
  • Client Portal
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Stock Portfolio Management Features
  • Booking Management
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Tax Management
  • Watchlists
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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