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About

User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.

About

Use technology that incorporates your unique investment processes, philosophy, and data. Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story. Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale. Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud-based platform. Design and analyze objectives-based portfolios within a fully integrated visual environment. Provide deeper, more meaningful analysis of the impact of decision-making across portfolios. Perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk. Dynamically engage with stakeholders, including clients. Crisp visualization features that are white-labeled and customizable. Share and permission across individuals and teams. Empower portfolio solutions and sales teams.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and enterprises in need of a wealth management solution

Audience

Wealth advisors and professionals seeking a solution to manage multi-asset portfolio design, analytics and client engagement

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$377 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Croesus
Founded: 1987
Canada
www.croesus.com

Company Information

Jacobi
United States
www.jacobistrategies.com/site/

Alternatives

Summit

Summit

Summit Wealth Systems

Alternatives

iDEAL Wealth & Funds

iDEAL Wealth & Funds

Credence Analytics
Costars

Costars

corfinancial

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure

Integrations

Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
Claim Croesus and update features and information
Claim Croesus and update features and information
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Claim Jacobi and update features and information