CROESUS FINANSOFT INC. | Web interface for financial advisors and their clients

Web Interface Module

	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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Web Interface Module

The Web Interface Module, POP Croesus, offers a simple web interface aimed at the financial advisors and their clients. This module provides a secure, Web accessible view of the portfolio status. It provides clients a quick appreciation of their portfolio by viewing transactions and performance.