Croesus Portfolio Management Solution

Agility and control to outperform

Founded in 1987, Croesus has established a solid reputation as one of the leading providers of portfolio management and CRM software. Thousands of users from financial institutions to independent firms rely on CROESUS to manage their clients’ investment portfolios, monitor performance, conduct financial analysis and generate custom reports. A turnkey solution, CROESUS is recognized for its intuitive and user friendly platform.

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Croesus News

Croesus in the Forefront of Technology

Monique Gravel, managing director and head of CIBC Wood Gundy Inc., enthusiastically reports on the firm’s scores in the 2011 Brokerage Report Card, focusing on technology. She emphasizes on the huge change in this area. In 2010, CIBC Wood Gundy … Continue reading →

Croesus and Mobility

Investment Executive emphasizes on mobility as a growing factor with financial advisors. The 2011 Brokerage Report Card reveals that advisors were most satisfied with the firms that provide both solid desktop technology and the tools necessary for increased mobility. The … Continue reading →