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.
APIs
and widgets
Send financial data easily and securely using Croesus’s application programming interfaces (APIs).
Professional
services
Strategic planning, training, business architecture, quality assurance, and data analysis are key components for driving company growth and performance. Our specialists are here to help you gain a competitive advantage and optimize your operations.
Why choose us?
Experience it yourself, see the difference