Accurate measuring and reporting is a component of the ideal financial professional tool kit.
All performance calculations within the CROESUS solution help firms comply with GIPS standards (CFA Institute).
However, today’s performance is not only about accurate calculations, it is also about how quickly financial professionals can execute their tasks, respond to investment opportunities and report to their clients or their firm. A greater need for integration, the automation between front to back-office systems and the consolidation of client information into a single software solution provide a competitive edge and increase the performance at all business levels.
Risk Management
Obtain accurate risk calculations. The CROESUS portfolio management solution provides a simple rule-based system to assist financial advisors in calculating the riskiness of a portfolio. The rules, based on various criteria, allow users to quickly view the risk scores of different aspects of a portfolio (i.e. diversification, security quality, etc.). Used in conjunction with ”What-if” scenarios, impacts to the riskiness of a portfolio can be seen as modifications to a portfolio are made.
Firm Reporting
Meet your firm’s quarterly performance objectives. The CROESUS solution offers predefined firm report templates for any organization looking to measure performance based on internal referential indices. Highly customizable, you can control the layout of a report in terms of design and financial data. CROESUS provides the ability to save reports into recurrent packages, in order to meet business management styles. The CROESUS reporting tool also ensures that firm reports do not combine with advisor reports as they are being generated. This avoids sending clients critical firm information.
Advisor Reporting
Measure team performance. CROESUS offers predefined advisor reports to measure team and portfolio under management performances. All advisor reports can be saved and generated with predefined parameters, including customizable internal referential indices.
Client Investor Reporting
Capitalize on your network of customers. CROESUS professional reports extend marketing and communication efforts and maintain competitiveness in the market. Our professional reports provide the ability to retain clients and maintain loyal client relationships.
Croesus understands the critical matter of communicating rich data reports. Every day, thousands of reports are simultaneously generated among the financial organizations that use the CROESUS portfolio management solution, each having different set-ups, layouts, and calculations without impacting work or network performances. Promote new services or products, add notes, attach financial analysis and increase your personal professional brand awareness by engaging customer conversations with your reports.
Compliance Reporting
Strengthen compliance rules. The CROESUS solution allows users to define a broad range of pre and post trade compliance rules. When a portfolio is rebalanced to a model portfolio, trades that breach a restriction will automatically be excluded from the process. Accounts where a restriction was triggered can be viewed directly in the Dashboard. Other compliance reports, including investment objective variances and risk index, among others, allow users and management to keep a close watch on client portfolios.