Croesus includes advanced portfolio modeling functionalities.

Croesus includes advanced portfolio modeling functionalities. This enables accounts with similar investment objectives to be linked to user-created models. Restrictions may be added in order to specify client requirements regarding the management of certain accounts.

On a regular basis, the set models will be used to identify rebalancing opportunities. The rebalancing transaction report can be printed, copied to Excel™, or sent to the Croesus Order Entry system.