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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
Screenshot & Video
LICENSING & DEPLOYMENT
- Open Source
- Cloud Hosted
- Web-based
SUPPORT
- Email
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Webinars
Croesus Core Features
- Benchmarking
- Client Portal
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Croesus Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
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No
Payment Frequency
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Quote Based
Croesus Reviews
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