Simplify your daily life

Our portfolio management software is designed to make advisors’ lives easier.

• Manage and prioritize client communication
• Access client positions and history in just a few clicks
• Base your decisions on reliable and relevant data

Optimize portfolios

Skilled advisors are committed to providing their clients with the very best. When it comes time to make critical decisions, Croesus Advisor is your trusted ally to ensure assets are carefully and strategically managed.

• View your clients’ holdings, risk allocation, assets, and history with just a few clicks.
• Track performance effortlessly and generate tailored reports to manage and prioritize your client interactions.
• Model portfolios to optimize performance based on reliable and pertinent data.

Ensure compliance

Croesus helps advisors follow and adapt to different regulatory changes.

• Review compliance with an investment policy or an investment objective
• Differentiate between time- and money-weighted return calculation methods
• Automate the risk rating process
• Process an external risk rating feed