Digital transformation is occurring at a fast pace throughout the financial industry. More than ever before, wealth management firms are planning to interact digitally with their clients. They anticipate communicating digitally with almost 70% of their clients within the next two years, and mobile applications will represent approximately 85% of their infrastructure for managing the client experience.1

As investors value trust and personalized solutions above all else, digital access helps strengthen your reputation and client relationships through transparent communications and flexible business practices.

This is why providing mobile access to investors has become essential not only for improving the client experience, but also for remaining competitive.

Create a digital experience for your clients by offering them secure and real-time access to their portfolio details, such as:
  • Performance
  • Projected income
  • Asset allocation
  • Transactions
  • Reports
  • And more

The displayed data comes from the Croesus Advisor Application, and in order to ensure total security, it is never stored in the device.

Croesus Mobile Investor will be available soon for iOS and Android platforms.

1) PricewaterhouseCooper. “Navigating to tomorrow: serving clients and creating value. Global private banking and wealth management survey 2013”. June 2013.

For iOS & Android

iOS - Android

See the Application

Croesus Mobile Investor
Croesus Mobile Investor - Assets Allocation
Croesus Mobile Investor - Portfolio