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.
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.
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