Croesus Overview

Croesus is Wealth management solutions. 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.
  • Investment Management
  • English

Croesus Core Features

Investment Management Features
  • Benchmarking
  • Client Portal
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Stock Portfolio Management Features
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists
Wealth Management Features
  • Asset Reporting
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
  • Valuation & Risk Management

Croesus Pricing

Pricing Type
Contact Vendor
Preferred Currency
USD ($)
Free Version
Payment Frequency
Quote Based
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Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Web-based
  • Email
  • Phone
  • 24x7 Support
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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