Croesus Overview

Croesus
1987
Canada
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.
Industries
  • Investment Management
Languages
  • English
Media
Croesus
Croesus

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
No
Payment Frequency
Quote Based
Croesus Reviews
0.0
No Review
No service reviews are submitted yet.
Be the first one to review
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Web-based
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
Claim Profile

This software profile has not been claimed by anyone till now. If you belong to this software and have the authority to own this GoodFirms profile, then please claim it now.

Claim Now