Croesus Advisor simplifies wealth management professionals' daily work.

This portfolio management system is designed with workflows and ergonomics 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 Advisor is their trusted ally to ensure financial assets are carefully and strategically managed.

Some functionalities of Croesus Advisor:

• Benefit from an embedded CRM
• 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.

Croesus Advisor 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, branch, 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