Croesus Advisor

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.

Overview

To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variety of powerful tools and modules that help you increase your productivity and provide unparalleled service to your clients. Croesus Advisor’s modules and functionalities are versatile and tailored to the needs of advisors, portfolio managers, financial planners, and investors. Our software’s flexibility, precision, and reliability will open up a world of opportunities

Key Features

  • Client account management
  • Compliance verification
  • Projection of income and returns
  • Position tracking
  • Performance calculation
  • Evaluation of the overall client profile (in conjunction with Croesus Data Analytics)

Key Benefits

  • Simplify your daily life with tools designed for your reality
  • Manage and prioritize client communication.
  • Base your decisions on reliable and relevant data.
  • Optimize portfolios
  • Track performance effortlessly and generate tailored reports to manage and prioritize your client interactions.
  • Ensure compliance

Media

Documents