Manage and prioritise clients’ portfolios just the way you like
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.
Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Free Trial
Not available
Pricing Options
Premium Plans ( Quotation Based )
Pricing Plans
Croesus Advisor Custom
Features
Disclaimer: The pricing details were last updated on 04/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Croesus Advisor Pricing.
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What are the top alternatives for Croesus Advisor?
Does Croesus Advisor provide API?
Yes, Croesus Advisor provides API.
Vendor Details
Quebec, CanadaContact Details
1-855-858-9701
https://www.croesus.com/solutions/portfolio-management/
Social Media Handles
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