Overview

About Croesus

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.

At a glance

Software information

Industries served, licensing and the support Croesus provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs
Webinars

Languages (1)

English

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Capabilities

Croesus features

The full feature set, grouped by module.

Investment Management Software

Benchmarking
Client Portal
Investment Tracking
Modeling & Simulation
Performance Metrics
Portfolio Management
Reporting
Risk Management

Stock Portfolio Management Software

Multi-Currency Support
Portfolio Accounting
Portfolio Rebalancing
Stock Alerts
Tax Management
Technical Analysis
Watchlists

Wealth Management Software

Asset Reporting
Financial Planning
Fund Management
Investment Tracking
Performance Measurement
Portfolio Management
Valuation & Risk Management

Plans

Croesus pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video

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