Solution introduction
The Croesus Xpert portfolio management system offers a variety of powerful functionalities, tools, and modules that help professionals increase their productivity and provide unparalleled service to their clients
Croesus Xpert’s functionalities are numerous, versatile and tailored to the needs of wealth management professionals. Its flexibility, precision, and reliability simplify and humanise the daily tasks of wealth professionals, unlocking a world of opportunities
Portfolio management system adapted to your reality To stand out, wealth management professionals need reliable, performing and secured technologies that are adapted to their needs.
Croesus Xpert portfolio management system offers a variety of powerful tools and modules that help professionals increase their productivity and provide unparalleled service to their clients. Croesus Xpert’s functionalities are numerous, versatile and tailored to the needs of wealth management professionals. Its flexibility, precision, and reliability simplify and humanise the daily tasks of professionals, unlocking a world of opportunities.
Features
Croesus Xpert simplifies wealth management professionals' daily work.
Our portfolio management system is designed with workflows and ergonomy in mind so that each activity requires the least number of clicks possible, making wealth management professionals’ lives easier.
Skilled professionals are committed to providing their clients with the very best service. When it comes time to make critical decisions and to provide precise answers, Croesus Xpert is their trusted ally to ensure financial assets are carefully and strategically managed.
Some functionalities of Croesus Xpert:
- Benefit from an embedded CRM
- Manage and prioritise client communication.
- Manage and prioritise client communication.
- Access client positions and history in just a few clicks.
- Base decisions on insightful data.
- Model portfolios to optimise performance based on reliable and pertinent data.
- View clients’ holdings, risk allocation, assets, and history with just a few clicks.
- Track performance effortlessly and generate tailored reports to manage and prioritise client interactions.
- Ensure risk and compliance management.
- Review compliance with an investment policy or an investment objective.
- Automate the risk rating process.
- Use a solution that follows and adapts to different regulatory changes.
- Differentiate between time- and money-weighted return calculation methods.
- Benefit from a very large number of available reports and from a customisable dashboard.
Benefits
Croesus Xpert main benefits
- Time savings / productivity gains
- Ease of teamwork
- Ease of day-to-day work
- Ability to perform a large number of tasks without having to leave the system
- Intuitive, modern interface
- Customisable information and screens
- Customisable at the enterprise, division, team and individual levels
- Extensive customisation capabilities
- Optimised workflows (access to different activities in just a few clicks)
- Large number of highly sophisticated, compliant reports that reflect the company's image
- Precise calculations based on historical transactions
- Sophisticated, customisable dashboards
- Embedded compliance management
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
Client Regional Presence
- North America
- Western Europe
Croesus Xpert
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