Our powerful, reliable, and secure solutions make wealth management easier, more efficient, and more accurate. Many banks, financial institutions, and wealth management firms use Croesus to manage over $1.7 trillion in client assets.
Powerful, reliable, and secure solutions
Portfolio management
Croesus Advisor
Cloud-based portfolio management solutions with streamlined user interfaces and an architecture that easily integrates with third-party systems.
Portfolio rebalancing
Croesus Central
Cloud-based solution combining modeling, portfolio rebalancing, intrinsic compliance, and tax optimization.
Connectivity and integration
Croesus APIs
API library that allows external systems and applications to collect data directly from Croesus.
Key benefits of our solutions
Productivity
Significant time savings for wealth management professionals.
Flexibility
Customizable solutions from the firm, to the branch, to the team, right down to the end user.
Security
Solutions, infrastructures, and processes to safeguard vast amounts of confidential data.
Reliability
Solutions designed to withstand extreme market volatility.
Robustness
Solutions that meet the needs of the most demanding financial institutions.
Recognized expertise
Since 1987, Croesus has offered high-quality solutions tailored to the needs and requirements of the financial sector.
Experience the difference
Profiles of our clients and users
Our solutions are powerful and versatile, meeting the needs of many financial institutions.
- Commercial banks
- Private banks
- Credit unions
- Wealth management firms
- Investment firms
- Brokerage firms
- Asset managers
- RIAs
15,000+
users
$1.7 T
of assets managed by our solutions
160+
clients
Our partners
Our success is also the result of integrating with the best specialists in the industry.
Latest news
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