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
- 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)
- 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