In today’s fast-paced environment, investment professionals need to be in constant contact with their clients, whether from the office, on the road or when working from home.
Croesus Mobile Advisor provides you with the most advanced tools to guarantee your clients uninterrupted service with total information security. You can access critical client information anytime, anywhere from a hand-held device. The application allows you to communicate efficiently with your clients and react quickly to requests and changes in market conditions.
The data displayed is never stored on the device to ensure total security.