A portfolio
Portfolio
management
User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors.
Data
analytics
Croesus Data Analytics provides a dynamic visual interface for advisors, branch managers, and executives to deepen insights into key business and performance metrics.
Models and
rebalancing
Croesus iBalance provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development, while ensuring compliance with client and regulatory constraints.
APIs
and widgets
Send financial data easily and securely using Croesus’s application programming interfaces (APIs).
