Audience
Companies and enterprises in need of a wealth management solution
About Croesus
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.
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Pricing
Starting Price:
$377 per month
Integrations
No integrations listed.
Company Information
Croesus
Founded: 1987
Canada
www.croesus.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online
Croesus Product Features
Investment Management
Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management
Accounting Management
Commodities
Fund Management
Payroll & Commissions
Performance Metrics
Risk Management
