The investor portal, an online solution designed to support the incomparable Croesus Advisor portfolio management software, provides investors with easy and secure access to their portfolio. User-friendly and dynamic, the Croesus Investor client portal facilitates searches and ensures deeper understanding for its users. Advisors can then focus on what matters most for the growth of their business. 

Improve the client experience

• Allow your clients to view their investments and transactions online.
• Share documents, including account statements, prospectuses, and market research quickly and securely with your clients.

A flawless integration
Our Professional Services team can help you integrate Croesus Investor directly on your website. Your company can add new features to its website or applications through our API interface. This interface ensures a transparent integration with third-party software. Our features, accessible through the Simple Object Access Protocol, allow you to integrate portfolio data using a service-oriented architecture (SOA).