Solution introduction
Portfolio Management
A trusted, all-in-one, customizable portfolio management system that empowers top-performing advisors and firms. Simplify complexity, automate workflows, and dedicate more time to what truly matters—their clients
Simplify complexity. Amplify your value
Free your teams from disconnected systems and tedious tasks. Croesus Advisor unifies every aspect of portfolio management into a single, intuitive platform, giving you back the time to focus on high-value activities.
Performance
Optimize workflows and increase productivity with tools designed for efficiency.
Customization
With hundreds of configurations, tailor the solution to your individual, team, and business needs.
Power
Handle complex, large-scale calculations to support data-driven decisions.
Satisfaction
Spend more time with your clients, deliver tailored communication, and demonstrate your value.
$2T
Client assets managed.
Features
The solution for high-performing wealth management
From onboarding to reporting, Croesus Advisor’s features bring all your daily operations together in a single intuitive, customizable, and integrated solution.
Intrinsic compliance
Manage investment compliance with breach alerts.
100 customizable reports
Customizable report layouts for each investor enhance compliance and client service.
Portfolio modeling
Provides powerful tools for managing portfolios based on models using a Separately (SMA) or Unified Managed Account (UMA) strategy.
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 Advisor
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