Croesus offers an enhanced CRM tool with full integration into to Portfolio Management system.

Croesus increases firm's revenues

• Definition of configurable investment objectives and restrictions
• Tools to identify cross-selling opportunities
• Improved prospects profiling and tracking of all contacts
• And more…

Croesus increases client satisfaction

• KYC functionalities for personalized client service
• Comprehensive suite of customizable reports
• And more…

Croesus improves portfolio management

• Robust performance calculation and reporting
• Identification of portfolio issues (variance from targets, performance anomalies)
• And more…

Croesus increases productivity

• Clear view of clients' portfolio both past and present
• Interfaces to third-party applications, external calendars (MS outlook™ - Lotus Notes™)
• Automated loading of client information
• And more…

Croesus improves account and client oversight

• Tracking of variances between investment objectives and actual asset mix
• Compliance reporting and audit trail
• Client contact tracking
• And more…

Croesus simplifies maintenance

• Automated data loading
• Full reconciliation
• Identification of all changes made
• And more…