CeoBuySell.com |
| Description | Croesus Advisor is a reliable portfolio management software that helps companies deliver exceptional services to their clients and boost productivity levels simultaneously. The portfolio management software turns out of great use in prioritising client communication, getting access to client-specific positions and history in just a few clicks, besides deciding upon business-relevant data in real-time. Businesses can even depend on the same to optimise portfolios. The software helps them to get access to clients’ holdings, assets, risk allocation and history in no time. Besides, Croesus Advisor even helps businesses follow and adapt to differential regulatory changes, where they get to make divisions between time and money, process risk rating feed (external) and conduct compliance reviews with an investment objective or policy as per need. Other notable functionalities loaded within goes as, performance calculation, client wise accounts management, compliance verification, business process identification and more. Read more | Advent Portfolio Exchange (APX) is an integrated portfolio and client management solution. APX connects the entire company that comprises the front, middle and back offices within a single interface. It is a part of the brilliantly powerful Advent Investment Suite and offers quick services, to stand out among existing portfolio management solutions alike. Advent Portfolio Exchange provides a centralised and scalable platform for everything that is related to portfolio, relationship and prospect data. Opting for Advent Portfolio Exchange is a choice, but is backed by several solid reasons. The software provides a huge collection of standard and automated report packaging methods. Delivery can be entirely customised without employing outsourcing services. The portfolios operational within Advent Portfolio Exchange need not have class specifications since it offers multi-class and multi-currency coverage. Further, complementary solutions included, namely- Advent Genesis, Advent Outsourcing Services, Advent Revenue Center and Black Diamond Link for Black Diamond Wealth Platform users are of great help. Read more |
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Croesus Advisor Custom |
Advent Portfolio Exchange Custom |
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View Detailed Pricing
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View Detailed Pricing
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Personal Capital
4 Based on 1 Ratings 
MProfit
4.3 Based on 3 Ratings |
APXPRESS
4 Based on 1 Ratings 
Assetmax
5 Based on 1 Ratings 
Allvue
5 Based on 3 Ratings 
Advent DMS
2.5 Based on 4 Ratings |
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| Company Details | Located in: Quebec, Canada | Located in: San Francisco, California |
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1-855-858-9701 https://www.croesus.com/solutions/portfolio-management/ |
+1 415 645 1000 https://www.advent.com/solutions/advent-portfolio-exchange/ |
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