Croesus Central is a solution that brings together modelling, automated rebalancing, and compliance management. This new product is characterised by its flexibility and integrates with our portfolio management system Croesus Advisor. It saves a lot of time for any portfolio rebalancing tasks.

The following are some of the many benefits of Croesus Central:

• User-friendly, intuitive, and highly customisable solution
• Integrated and dynamic compliance
• Tax strategy optimisation
• Minimised number and cost of transactions
• Wide variety of analysis models
• Automation of the identification and resolution of compliance breaches
• Synchronised view of portfolios
• Reduction in lost business, operating costs, and tax implications through batch trading

Hosted in the AWS Cloud, Croesus Central scales to a wide range of users, including brokers, institutional portfolio managers, and robo-advisors, to meet the needs of a broad and diverse client base. Multiple account types are supported by the solution, including unified management accounts (UMAs), unified management households (UMHs), and separately managed accounts (SMAs). Integrated compliance processes provide the necessary flexibility to align the manager’s investment strategy with the client’s investment policy statement or with a set of targeted goals.