Introduction to Croesus Advisor

Spend time on what drives your business

Investment advisors, portfolio managers and financial planners need technology tools that make their business more efficient.

Reducing the amount of time spent on administrative activities, automating portfolio management functions and efficiently accessing business critical information are the keys to spending time on what really drives your business – the client experience.

Keep Pace with Evolving Technology

Croesus provides a platform that delivers seamless portfolio management, CRM and business intelligence solutions that allow you to keep pace with evolving wealth management technology.

The platform delivers an integrated solution that enhances efficiency, builds capacity and delivers insights into your business growth, client demographics, revenue and profitability.

“What was once a manual task that would take hours, can now be done in seconds. Thanks to the Croesus portfolio modeling and rebalancing features, I have more time to spend on what really matters, clients, new business and most importantly family.”

Marc-Antoine Blondin, Investment Advisor, National Bank Financial.