{"id":1058,"date":"2018-06-01T14:29:35","date_gmt":"2018-06-01T18:29:35","guid":{"rendered":"http:\/\/refonte.devpoc.local\/?page_id=1058"},"modified":"2026-01-20T15:10:32","modified_gmt":"2026-01-20T20:10:32","slug":"gestion-de-portefeuille","status":"publish","type":"page","link":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/","title":{"rendered":"Gestion de portefeuille"},"content":{"rendered":"

[vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbfull_width\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 solutions-header\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][qode_elements_holder number_of_columns=\u00a0\u00bbtwo_columns\u00a0\u00bb switch_to_one_column=\u00a0\u00bb1000″ custom_class=\u00a0\u00bbrefonte2025 solutions-header-wrapper\u00a0\u00bb][qode_elements_holder_item vertical_alignment=\u00a0\u00bbtop\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb custom_class=\u00a0\u00bbtext\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Croesus Conseiller<\/em><\/h2>\n

Gestion<\/em> de portefeuille<\/h1>\n
Un syst\u00e8me de gestion de portefeuille tout-en-un fiable et polyvalent qui permet aux conseillers et aux firmes les plus performants de simplifier la complexit\u00e9, d’automatiser les flux de travail et de consacrer plus de temps \u00e0 ce qui compte vraiment : leurs clients.<\/div>\n
Demandez une d\u00e9mo<\/a><\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=\u00a0\u00bbtop\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb custom_class=\u00a0\u00bbsolution-screenshot\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\"Croesus<\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 section-bloc white-section\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Simplifiez<\/em> la complexit\u00e9. Amplifiez votre valeur<\/em><\/h2>\n

Lib\u00e9rez vos \u00e9quipes des syst\u00e8mes d\u00e9connect\u00e9s et des t\u00e2ches fastidieuses. Croesus Conseiller couvre chaque aspect de la gestion de portefeuille en une plateforme unique et intuitive, d\u00e9gageant votre agenda pour vous concentrer sur des activit\u00e9s \u00e0 forte valeur ajout\u00e9e.<\/p>\n

[\/vc_column_text][vc_row_inner row_type=\u00a0\u00bbrow\u00a0\u00bb type=\u00a0\u00bbfull_width\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb css_animation=\u00a0\u00bb\u00a0\u00bb][vc_column_inner width=\u00a0\u00bb1\/4″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\"icon\"<\/div>\n

Performance<\/h3>\n

Optimisez les flux de travail et augmentez la productivit\u00e9 gr\u00e2ce \u00e0 des outils con\u00e7us pour l’efficacit\u00e9.<\/p>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/4″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\"icon\"<\/div>\n

Personnalisation<\/h3>\n

Gr\u00e2ce \u00e0 des centaines de configurations, adaptez la solution \u00e0 vos besoins individuels, d’\u00e9quipe et d’entreprise.<\/p>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/4″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\"icon\"<\/div>\n

Puissance<\/h3>\n

Accomplissez des calculs complexes et \u00e0 grande \u00e9chelle pour prendre des d\u00e9cisions reposant sur des faits.<\/p>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/4″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\"icon\"<\/div>\n

Satisfaction<\/h3>\n

Passez plus de temps avec vos clients, personnalisez vos communications et d\u00e9montrez votre valeur.<\/p>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][qode_elements_holder number_of_columns=\u00a0\u00bbtwo_columns\u00a0\u00bb columns_proportion=\u00a0\u00bb25_75″ custom_class=\u00a0\u00bbcredibility-bar-wrapper\u00a0\u00bb][qode_elements_holder_item vertical_alignment=\u00a0\u00bbmiddle\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

2,3 T$<\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=\u00a0\u00bbmiddle\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Actifs clients g\u00e9r\u00e9s.<\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 section-bloc\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Des avantages<\/em> d\u2019affaires ind\u00e9niables<\/h2>\n

D\u00e9couvrez pourquoi les institutions financi\u00e8res les plus importantes et les plus r\u00e9put\u00e9es, choisissent Croesus comme partenaire pour optimiser leurs activit\u00e9s de gestion de patrimoine.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 section-bloc split-section reverse-cols half-margin cf-accordion\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][qode_elements_holder number_of_columns=\u00a0\u00bbtwo_columns\u00a0\u00bb switch_to_one_column=\u00a0\u00bb768″][qode_elements_holder_item vertical_alignment=\u00a0\u00bbtop\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\"Croesus<\/a><\/div>\n<\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=\u00a0\u00bbtop\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb custom_class=\u00a0\u00bbgeneric-toggle-wrapper\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Une abondance de fonctionnalit\u00e9s<\/em><\/h3>\n

Les modules et les fonctionnalit\u00e9s de Croesus Conseiller sont polyvalents et adapt\u00e9s aux besoins des conseillers, des gestionnaires de portefeuilles, des planificateurs financiers et des investisseurs.[\/vc_column_text][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\n

Efficacit\u00e9, productivit\u00e9 et rentabilit\u00e9 accrues<\/h3>\n
\n

Ses flux de travail optimis\u00e9s et sa capacit\u00e9 d\u2019int\u00e9gration \u00e0 des syst\u00e8mes tiers vous feront \u00e9pargner temps et argent.<\/p>\n

Ses interfaces utilisateurs et ses processus d\u2019ex\u00e9cution des t\u00e2ches sont con\u00e7us pour \u00eatre intuitifs, simples \u00e0 comprendre et \u00e0 utiliser. Chaque \u00e9tape est optimis\u00e9e pour r\u00e9duire les clics et augmenter la productivit\u00e9 des utilisateurs.<\/p>\n<\/div>\n<\/div>\n

\n

Robustesse et s\u00e9curit\u00e9<\/h3>\n
\n

La fiabilit\u00e9 de son architecture, m\u00eame lors de p\u00e9riode de forte volatilit\u00e9 des march\u00e9s, caract\u00e9rise l\u2019environnement Croesus depuis des d\u00e9cennies.<\/p>\n

B\u00e9n\u00e9ficiant d\u2019une architecture infonuagique et de processus certifi\u00e9s SOC 2, Croesus Conseiller offre des niveaux de s\u00e9curit\u00e9 r\u00e9pondant aux besoins des institutions financi\u00e8res les plus exigeantes.<\/p>\n

Des niveaux de s\u00e9curit\u00e9 sp\u00e9cifiques par type d\u2019utilisateur et par m\u00e9tier garantissent une protection optimale.<\/p>\n<\/div>\n<\/div>\n

\n

Flexibilit\u00e9 et adaptabilit\u00e9<\/h3>\n
Croesus Conseiller \u00e9volue au rythme de chaque client gr\u00e2ce \u00e0 son infrastructure infonuagique. Que ce soit lors de l\u2019ouverture de nouveaux bureaux ou pour s\u2019adapter aux d\u00e9veloppements des march\u00e9s, il offre une flexibilit\u00e9 incomparable.<\/div>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 section-bloc split-section cf-accordion\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][qode_elements_holder number_of_columns=\u00a0\u00bbtwo_columns\u00a0\u00bb switch_to_one_column=\u00a0\u00bb768″][qode_elements_holder_item vertical_alignment=\u00a0\u00bbtop\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb custom_class=\u00a0\u00bbgeneric-toggle-wrapper\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Le coffre \u00e0 outils<\/em> des conseillers performants<\/h3>\n

Croesus Conseiller r\u00e9sulte de trois d\u00e9cennies d\u2019innovations et de raffinement, nourries par des milliers d\u2019\u00e9changes avec des professionnels de la gestion de patrimoine comme vous.[\/vc_column_text][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\n

Gestion de portefeuille int\u00e9gr\u00e9e<\/h3>\n
G\u00e9rez l\u2019ensemble du cycle de vie des clients \u00e0 partir d\u2019une solution unique. Notre plateforme int\u00e8gre entre-autres la mod\u00e9lisation de portefeuille, le CRM, la gestion des risques, le r\u00e9\u00e9quilibrage et la gestion des ordres afin de vous offrir un v\u00e9ritable centre de commande tout-en-un.<\/div>\n<\/div>\n
\n

Flexibilit\u00e9 et configurabilit\u00e9<\/h3>\n
Il n’y a pas deux firmes identiques. Croesus Conseiller est notamment configurable au niveau de l’entreprise, de la succursale, de l’\u00e9quipe et de l’utilisateur individuel. Cette grande flexibilit\u00e9 vous permet d’optimiser vos processus et d’obtenir un avantage concurrentiel de l’ensemble de votre organisation.<\/div>\n<\/div>\n
\n

Calcul de performance<\/h3>\n
G\u00e9n\u00e9rez des indicateurs de performance et de risque pr\u00e9cis, uniformes et conformes gr\u00e2ce \u00e0 un puissant moteur de calcul qui g\u00e8re les rendements pond\u00e9r\u00e9s dans le temps et en devises.<\/div>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=\u00a0\u00bbtop\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\"Croesus<\/a><\/div>\n<\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 section-bloc\u00a0\u00bb][vc_column][qode_elements_holder number_of_columns=\u00a0\u00bbtwo_columns\u00a0\u00bb columns_proportion=\u00a0\u00bb66_33″ custom_class=\u00a0\u00bbdemo-bloc\u00a0\u00bb][qode_elements_holder_item vertical_alignment=\u00a0\u00bbmiddle\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Exp\u00e9rimentez la diff\u00e9rence<\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=\u00a0\u00bbmiddle\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Demandez une d\u00e9mo<\/a><\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 section-bloc white-section icons-features-bloc\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

La solution pour une gestion de patrimoine performante<\/em><\/h2>\n

De l\u2019acquisition des nouveaux clients aux rapports, les fonctionnalit\u00e9s de Croesus Conseiller rassemblent toutes vos op\u00e9rations quotidiennes dans une solution unique, intuitive, personnalisable et int\u00e9gr\u00e9e.<\/p>\n

[\/vc_column_text][vc_row_inner row_type=\u00a0\u00bbrow\u00a0\u00bb type=\u00a0\u00bbfull_width\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb css_animation=\u00a0\u00bb\u00a0\u00bb][vc_column_inner width=\u00a0\u00bb1\/3″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\"icon\"<\/div>\n
\n

Conformit\u00e9 intrins\u00e8que<\/h3>\n

G\u00e9rez la conformit\u00e9 des investissements avec des alertes de non-conformit\u00e9.<\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/3″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\"icon\"<\/div>\n
\n

100 rapports personnalisables<\/h3>\n

Offre des mod\u00e8les de rapports personnalisables pour chaque investisseur, facilitant la conformit\u00e9 et le service aux clients.<\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/3″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
\"icon\"<\/div>\n
\n

Mod\u00e9lisation des portefeuilles<\/h3>\n

Puissant outil permettant la gestion des portefeuilles selon des mod\u00e8les utilisant une strat\u00e9gie de comptes \u00e0 gestion unifi\u00e9e (CGU) ou s\u00e9par\u00e9e (CGS).<\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 section-bloc\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Vue d\u2019ensemble<\/em> de la solution<\/h2>\n

Une solution de gestion de patrimoine tout-en-un flexible et puissante con\u00e7ue pour r\u00e9pondre aux besoins \u00e9volutifs.<\/p>\n

[\/vc_column_text][vc_row_inner row_type=\u00a0\u00bbrow\u00a0\u00bb type=\u00a0\u00bbfull_width\u00a0\u00bb text_align=\u00a0\u00bbcenter\u00a0\u00bb css_animation=\u00a0\u00bb\u00a0\u00bb el_class=\u00a0\u00bbcroesus-advisor-video fr\u00a0\u00bb][vc_column_inner][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\"Play<\/div>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 section-bloc\u00a0\u00bb][vc_column][qode_elements_holder number_of_columns=\u00a0\u00bbtwo_columns\u00a0\u00bb columns_proportion=\u00a0\u00bb66_33″ custom_class=\u00a0\u00bbresources-bloc\u00a0\u00bb][qode_elements_holder_item vertical_alignment=\u00a0\u00bbmiddle\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

\n
Brochure Croesus Conseiller<\/div>\n

D\u00e9couvrez comment Croesus Conseiller peut am\u00e9liorer vos performances et la satisfaction de vos clients.<\/p>\n<\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=\u00a0\u00bbmiddle\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

<\/i> T\u00e9l\u00e9chargez la brochure<\/a><\/div>\n

[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 other-solutions-bloc\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n

Parcourez nos solutions<\/em><\/h2>\n

[\/vc_column_text][vc_row_inner row_type=\u00a0\u00bbrow\u00a0\u00bb type=\u00a0\u00bbfull_width\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb css_animation=\u00a0\u00bb\u00a0\u00bb][vc_column_inner width=\u00a0\u00bb1\/4″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n


\n
\nGestion de portefeuille<\/strong>
\nCroesus Conseiller
\n<\/a><\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/4″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n


\n
\nR\u00e9\u00e9quilibrage de portefeuille<\/strong>
\nCroesus Central
\n<\/a><\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/4″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n


\n\"Croesus
\nEngagement client<\/strong>
\nCroesus Vidia
\n<\/a><\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/4″][vc_column_text css=\u00a0\u00bb\u00a0\u00bb]<\/p>\n


\n
\nConnectivit\u00e9 et int\u00e9gration<\/strong>
\nCroesus API
\n<\/a><\/div>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbfull_width\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb el_class=\u00a0\u00bbrefonte2025 solutions-header\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][qode_elements_holder number_of_columns=\u00a0\u00bbtwo_columns\u00a0\u00bb switch_to_one_column=\u00a0\u00bb1000″ custom_class=\u00a0\u00bbrefonte2025 solutions-header-wrapper\u00a0\u00bb][qode_elements_holder_item vertical_alignment=\u00a0\u00bbtop\u00a0\u00bb advanced_animations=\u00a0\u00bbno\u00a0\u00bb custom_class=\u00a0\u00bbtext\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb] Croesus Conseiller Gestion de portefeuille Un syst\u00e8me de gestion de portefeuille…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1055,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full_width.php","meta":{"footnotes":""},"class_list":["post-1058","page","type-page","status-publish","hentry"],"yoast_head":"\nGestion de portefeuille | Croesus Conseiller<\/title>\n<meta name=\"description\" content=\"Solution de gestion de portefeuille pour les gestionnaires de portefeuilles, les conseillers financiers et les professionnels en gestion de patrimoine.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Gestion de portefeuille | Croesus Conseiller\" \/>\n<meta property=\"og:description\" content=\"Solution de gestion de portefeuille pour les gestionnaires de portefeuilles, les conseillers financiers et les professionnels en gestion de patrimoine.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/\" \/>\n<meta property=\"og:site_name\" content=\"Croesus\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CroesusFin\/\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-20T20:10:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.croesus.com\/wp-content\/uploads\/2018\/11\/facebook-share.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"1200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@CroesusFin\" \/>\n<meta name=\"twitter:label1\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data1\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/solutions\\\/gestion-de-portefeuille\\\/\",\"url\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/solutions\\\/gestion-de-portefeuille\\\/\",\"name\":\"Gestion de portefeuille | Croesus Conseiller\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/solutions\\\/gestion-de-portefeuille\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/solutions\\\/gestion-de-portefeuille\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.croesus.com\\\/images\\\/refonte2025\\\/solutions-header-img-advisor-fr.png\",\"datePublished\":\"2018-06-01T18:29:35+00:00\",\"dateModified\":\"2026-01-20T20:10:32+00:00\",\"description\":\"Solution de gestion de portefeuille pour les gestionnaires de portefeuilles, les conseillers financiers et les professionnels en gestion de patrimoine.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/solutions\\\/gestion-de-portefeuille\\\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.croesus.com\\\/fr\\\/solutions\\\/gestion-de-portefeuille\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/solutions\\\/gestion-de-portefeuille\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.croesus.com\\\/images\\\/refonte2025\\\/solutions-header-img-advisor-fr.png\",\"contentUrl\":\"https:\\\/\\\/www.croesus.com\\\/images\\\/refonte2025\\\/solutions-header-img-advisor-fr.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/solutions\\\/gestion-de-portefeuille\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Solutions\",\"item\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/solutions\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Gestion de portefeuille\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/#website\",\"url\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/\",\"name\":\"Croesus\",\"description\":\"Solutions de gestion de patrimoine\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/#organization\",\"name\":\"Croesus\",\"url\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.croesus.com\\\/wp-content\\\/uploads\\\/2018\\\/03\\\/croesus-logo-370.png\",\"contentUrl\":\"https:\\\/\\\/www.croesus.com\\\/wp-content\\\/uploads\\\/2018\\\/03\\\/croesus-logo-370.png\",\"width\":370,\"height\":80,\"caption\":\"Croesus\"},\"image\":{\"@id\":\"https:\\\/\\\/www.croesus.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/CroesusFin\\\/\",\"https:\\\/\\\/x.com\\\/CroesusFin\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/croesus-finansoft\",\"https:\\\/\\\/www.youtube.com\\\/channel\\\/UC5-h3fyv1y9QCvMWX16-zNQ\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Gestion de portefeuille | Croesus Conseiller","description":"Solution de gestion de portefeuille pour les gestionnaires de portefeuilles, les conseillers financiers et les professionnels en gestion de patrimoine.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/","og_locale":"fr_FR","og_type":"article","og_title":"Gestion de portefeuille | Croesus Conseiller","og_description":"Solution de gestion de portefeuille pour les gestionnaires de portefeuilles, les conseillers financiers et les professionnels en gestion de patrimoine.","og_url":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/","og_site_name":"Croesus","article_publisher":"https:\/\/www.facebook.com\/CroesusFin\/","article_modified_time":"2026-01-20T20:10:32+00:00","og_image":[{"width":1200,"height":1200,"url":"https:\/\/www.croesus.com\/wp-content\/uploads\/2018\/11\/facebook-share.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_site":"@CroesusFin","twitter_misc":{"Dur\u00e9e de lecture estim\u00e9e":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/","url":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/","name":"Gestion de portefeuille | Croesus Conseiller","isPartOf":{"@id":"https:\/\/www.croesus.com\/fr\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/#primaryimage"},"image":{"@id":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/#primaryimage"},"thumbnailUrl":"https:\/\/www.croesus.com\/images\/refonte2025\/solutions-header-img-advisor-fr.png","datePublished":"2018-06-01T18:29:35+00:00","dateModified":"2026-01-20T20:10:32+00:00","description":"Solution de gestion de portefeuille pour les gestionnaires de portefeuilles, les conseillers financiers et les professionnels en gestion de patrimoine.","breadcrumb":{"@id":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/"]}]},{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/#primaryimage","url":"https:\/\/www.croesus.com\/images\/refonte2025\/solutions-header-img-advisor-fr.png","contentUrl":"https:\/\/www.croesus.com\/images\/refonte2025\/solutions-header-img-advisor-fr.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.croesus.com\/fr\/solutions\/gestion-de-portefeuille\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Accueil","item":"https:\/\/www.croesus.com\/fr\/"},{"@type":"ListItem","position":2,"name":"Solutions","item":"https:\/\/www.croesus.com\/fr\/solutions\/"},{"@type":"ListItem","position":3,"name":"Gestion de portefeuille"}]},{"@type":"WebSite","@id":"https:\/\/www.croesus.com\/fr\/#website","url":"https:\/\/www.croesus.com\/fr\/","name":"Croesus","description":"Solutions de gestion de patrimoine","publisher":{"@id":"https:\/\/www.croesus.com\/fr\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.croesus.com\/fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/www.croesus.com\/fr\/#organization","name":"Croesus","url":"https:\/\/www.croesus.com\/fr\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.croesus.com\/fr\/#\/schema\/logo\/image\/","url":"https:\/\/www.croesus.com\/wp-content\/uploads\/2018\/03\/croesus-logo-370.png","contentUrl":"https:\/\/www.croesus.com\/wp-content\/uploads\/2018\/03\/croesus-logo-370.png","width":370,"height":80,"caption":"Croesus"},"image":{"@id":"https:\/\/www.croesus.com\/fr\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/CroesusFin\/","https:\/\/x.com\/CroesusFin","https:\/\/www.linkedin.com\/company\/croesus-finansoft","https:\/\/www.youtube.com\/channel\/UC5-h3fyv1y9QCvMWX16-zNQ"]}]}},"_links":{"self":[{"href":"https:\/\/www.croesus.com\/fr\/wp-json\/wp\/v2\/pages\/1058","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.croesus.com\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.croesus.com\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.croesus.com\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.croesus.com\/fr\/wp-json\/wp\/v2\/comments?post=1058"}],"version-history":[{"count":8,"href":"https:\/\/www.croesus.com\/fr\/wp-json\/wp\/v2\/pages\/1058\/revisions"}],"predecessor-version":[{"id":11607,"href":"https:\/\/www.croesus.com\/fr\/wp-json\/wp\/v2\/pages\/1058\/revisions\/11607"}],"up":[{"embeddable":true,"href":"https:\/\/www.croesus.com\/fr\/wp-json\/wp\/v2\/pages\/1055"}],"wp:attachment":[{"href":"https:\/\/www.croesus.com\/fr\/wp-json\/wp\/v2\/media?parent=1058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}