Croesus Macroaxis

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Croesus:

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.
Macroaxis:

About

Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis.
Croesus:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Macroaxis:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Croesus:

Audience

Companies and enterprises in need of a wealth management solution
Macroaxis:

Audience

Investors in need of a portfolio optimization platform
Croesus:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Macroaxis:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Croesus:

API

Offers API Not Supported
Macroaxis:

API

Offers API Not Supported
Croesus:

Screenshots and Videos

Macroaxis:

Screenshots and Videos

Croesus:

Pricing

$377 per month
Free Version Not Supported
Free Trial Not Supported
Macroaxis:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Croesus:

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
Macroaxis:

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
Croesus:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
Macroaxis:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Croesus:

Company Information

Croesus
Founded: 1987
Canada
www.croesus.com
Macroaxis:

Company Information

Macroaxis
Founded: 2006
United States
www.macroaxis.com
Croesus:

Alternatives

Summit

Summit

Summit Wealth Systems
Macroaxis:

Alternatives

Croesus:
Macroaxis:
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FamilyWealthGuru

FACT Software Group
Croesus:
Macroaxis:
Croesus:
Macroaxis:
Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
Croesus:
Macroaxis:
Fusion Invest

Fusion Invest

Finastra
Croesus:

Categories

Macroaxis:

Categories

Croesus:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Supported
Risk Management Not Supported
Macroaxis:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Supported
Croesus:

Integrations

No info available.
Macroaxis:

Integrations

No info available.
Croesus:
Claim Croesus and update features and information
Claim Croesus and update features and information
Macroaxis:
Claim Macroaxis and update features and information
Claim Macroaxis and update features and information