Elevate your wealth management to the next level
Croesus Central’s unique features enable portfolio managers to stand out in a competitive market.

Intrinsic investment compliance
Precise management rules and constraints are applied to client models and portfolios. Professionals also receive notifications for portfolios requiring review.

International tax suitability
Automatically accounts for the tax implications of every decision, offering appropriate suggestions to minimize the negative tax impact on portfolio returns in over 80 jurisdictions.

High connectivity
Features an open architecture for seamless integration with other systems, thereby reducing the risk of errors and speeding up processes.

Productivity gains and improved quality of work

• Time savings and ease of use
• End-to-end automated process
• Less manual work to rebalance portfolios
• Better collaboration between investment, portfolio management, and investment compliance teams
• In-depth analysis and improved data accuracy through portfolio modeling and what-if scenarios

Risk reduction and investment compliance management

• Identification and resolution of pre- and post trade investment compliance issues
• Reduced risk exposure through integrated investment compliance
• Rapid identification of portfolios requiring verification
• Reduced likelihood of errors and omissions

Business value and profitability

• Support for customers’ tax situations
• Better control and reduction of operational and growth costs
• Easy, scalable deployment across all offices (Cloud)
• Reduced transaction costs (order aggregation)
• Reinforcement of management policies and processes
• Data integrity, security, and confidentiality
• Enhanced professionalism and corporate image