Croesus

Croesus

0 Reviews

What is Croesus?

Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.

To provide their clients with an unparalleled experience, Croesus actively listens, learns, and engages with them to develop technology solutions that are innovative, flexible, and secure. Portfolio management solutions maximize efficiency, and data analysis tools allow financial services professionals to make informed decisions.

Serchen Index

59.00
180
Employees
0
Reviews
534
Followers
138
Likes

Croesus Key Features

Portfolio management

Reporting

Models and Rebalancing

Risk management

Compliance management

Data analytics

Order management

Performance engine

Customer relationship management (CRM)

Investor portal

What is Croesus?


Croesus Product Details

Portfolio management software adapted to your reality

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 unlock a world of opportunities.

Simplify your daily life

Our portfolio management software is designed to make advisors’ lives easier.

  • Manage and prioritize client communication.
  • Access client positions and history in just a few clicks.
  • Base your decisions on reliable and relevant data.

Optimize portfolios

Skilled advisors are committed to providing their clients with the very best. When it comes time to making critical decisions, Croesus Advisor is your trusted ally to ensure assets are carefully and strategically managed.

  • View your clients’ holdings, risk allocation, assets, and history with just a few clicks.
  • Track performance effortlessly and generate tailored reports to manage and prioritize your client interactions.
  • Model portfolios to optimize performance based on reliable and pertinent data.

Ensure compliance

Croesus helps advisors follow and adapt to different regulatory changes.

  • Review compliance with an investment policy or an investment objective.
  • Differentiate between time- and money-weighted return calculation methods.
  • Automate the risk rating process.
  • Process an external risk rating feed.

Discover all our innovative solutions at www.croesus.com


Croesus Support & Customer Service

By email or over the phone, we aim to create valuable experiences for our users. We are responsible for ensuring the full satisfaction of our clients and maximizing their use of our sophisticated wealth management solutions. With many years of experience combined, our team members are each dedicated to a client, which advances knowledge of not only the products and services offered by our FinTech, but also of our clients’ specific needs.

Client service center
Monday to Friday, 8 a.m. to 5:30 p.m.
1-855-858-9701 (toll-free)
[email protected]

Sales
450-662-6101
[email protected]


Countries Croesus Services Available In

  • Canada
  • United States
  • Europe

Croesus Pricing

Croesus works on a contract basis and pricing is based on the number of users, transactions, and selected functionalities and services.


Croesus Free Trial Information

Our all-in-one solution has everything you need to expand your business towards new horizons. Get a free demo here: https://www.croesus.com/request-a-demo/


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