Croesus Finansoft, Inc. has been a leader in the field of Portfolio Management and CRM software for over 20 years. Our solutions offer tools for investment professionals in the retail brokerage, investment management and private banking sectors.

At the leading edge of technology, the company has garnered a reputed clientele and thousands of Croesus users across the world. Croesus Finansoft, Inc. is a leader in Portfolio and Client Relationship Management platform.

Specifically designed to meet the requirements and needs of the brokerage and investment management industries, Croesus has been recognized for its innovation, great reliability and user-friendliness.