An Open, Scalable and Adaptable Technology

The CROESUS portfolio management solution is built on tools and techniques that ensure our solution remains open, flexible and portable across a wide range of existing financial applications, technologies and legacy systems.

Software as a Service (SaaS)

The Croesus SaaS model greatly simplifies the deployment of the application. While the client’s IT team focuses on the users, the Croesus team ensures that both software and hardware run smoothly and offer the best possible performance.

To provide a high-level performance and an ultra-secure environment, we offer:

  • Redundant Internet connection or a dedicated access to the application with automatic fail over
  • Redundant network infrastructure with automatic fail over
  • Redundant hot standby servers
  • Network firewall and a virtual 3 tier architecture
  • A 7×24 monitoring environment
  • Daily backups and data archiving
  • Daily file uploads
  • Automatic components update
  • Centralized auto-monitoring and auto-alert systems

Third Party System Integration

The CROESUS portfolio management solution offers XML API for integration with external systems. The solution is already integrated with several third party applications, such as Thomson Reuters, PlanPlus Financial Planning, Stock Pointer, Microsoft Outlook and Lotus Notes. CROESUS can also be accessed remotely on BlackBerry smartphones.

Unlimited Growth

The SaaS model supports virtually unlimited growth. Firms no longer need to worry about growing their business beyond the capabilities of their current systems. Unlike legacy systems, there is no need for additional expensive on-site equipment such as servers, software and IT resources. Adding another user or branch office simply requires an off-the-shelf PC, a broadband Internet connection, an ID and a password. Installation is quick, easy and affordable.

Document Storage

The CROESUS portfolio management solution provides financial organizations with the capability to store correspondences and electronic documents. Every time a report is generated and emailed, an entry is posted in the client’s contact history which can be archived in the CROESUS content management tool.

Croesus for Workgroups

CROESUS supports access to many users, roles and branches with proper customized authorizations.

An efficient implementation process

The Croesus team conducts business analysis sessions to recommend innovative features and functionalities to address new business strategies. Croesus then creates a road map to ensure a seamless transition in adopting CROESUS as your new portfolio management solution.

Services and Support

Croesus offers a variety of services to ensure prior and subsequent success to any deployment. These services include need assessments, preliminary analysis for integration projects, the design of new functionalities and firm-level and end-user support.