AWS Direct Connect |
| 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 | Morningstar Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management. 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 |
Morningstar Office 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 |
Personal Capital
4 Based on 1 Ratings 
Orion Advisor Trading
2.7 Based on 3 Ratings |
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| Company Details | Located in: Quebec, Canada | Located in: Chicago, Illinois |
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1-855-858-9701 https://www.croesus.com/solutions/portfolio-management/ |
+1 312 696-6000 https://www.morningstar.com/products/office |
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