CROESUS FINANSOFT INC. | Complete portfolio management and CRM solution

Overview

	Overview
	Portfolio Management
	Client Relationship Management
	Compliance
	Web Interface Module
	Order Entry Module

EFFICIENCY & COMPLIANCE
The main challenge for financial professionals is ensuring that their time and efforts are focused on the highest-yielding activities.

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The Croesus Application Suite

Croesus is a unique, integrated, complete portfolio management and CRM solution, which also offers specific compliance functionalities.

Croesus is complemented by the Pop Web Interface Module and the Order Entry Module - as well as a wide range of professional services.

Croesus interfaces with numerous third-party applications, such as market data providers, financial planning software and hand-held devices.