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Croesus
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Company
About Us
Management
Careers
Our Commitment
Timeline
Clients
Our Clients
Executives
Advisors
Developers
Case Studies
Products
Portfolio Management
Portfolio Management Software
Modules
Portfolio
CRM
Dashboard
Modeling & Rebalancing
Order Entry
Reporting
Performance Calculations
Billing
Document Storage
Regulations
CRM2
T+2
Advisor App
Investor Portal
Business Intelligence
Integration Tools
Services
Services
Croesus Training
Training Overview
On-site Training
Basic Training
Intermediate Training
Advanced Training
Webinars
Croesus Migration
New Client Setup
Croesus
À la carte
Technology
Technology
Integration Partners
News
Corporate News
Industry Insights
Contact
Request a Demo
Portfolio Management Software
Croesus Advisor
More Tools. More Efficiency. A Stronger Business.
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Modules
Portfolio
View client portfolios and positions as at any date supplemented with market data, projected income, mutual fund/ETF breakdown, deviation from target asset weights and security metrics.
Models
Build custom models or use pre-designed portfolios, utilizing any type of security and incorporating UMA and SMA strategies. Assign accounts, clients and relationships to models, and rebalance portfolios efficiently.
Trading
Perform block trades, switches and single trades with integrated pre- and post-trade compliance. Send trades directly to market for execution, or assign larger, more complex trades to a trade desk for order management.
Performance Calculations
Use money weighted or time weighted return calculations – as per GIPS® standards – to deliver accurate and consistent investment performance measures. Risk measures – such as standard deviation, beta and Sharpe ratio – are available along with portfolio measures such as yield, modified duration and accrued income.
Reporting
Generate individual reports or complete report packages for multiple clients and households. Users can define date ranges, and set display and calculation preferences. The look and feel of reports is designed and customized for your firm.
CRM
Integrated CRM functionality allows capture and creation of key client profile data, contact information, preferences and know your KYC data. Combining CRM and financial data provides powerful data mining and segmentation capabilities.
Dashboard
Create custom boards, queries and alerts to monitor key business metrics, opportunities and risks across all clients and accounts.
Billing
Billing and fee calculations are managed using customized pricing models. Pricing can be based on tiered or total assets, set by asset class, and billed on different time periods. Include or exclude accrued interest and dividends and add special fees, as required.
Document Storage
Securely store and access reports, client documents, spreadsheets, PDFs, emails and notes.
Discover Croesus Advisor V9 Neo
More efficient and more effective, introducing the next generation of Croesus Advisor, V9 Neo.
Learn More
App & Portal
Advisor App
Access client information. View cash balances, positions, book values, performance, maturing bonds. Exchange documents and notes with investors and colleagues.
Investor Portal
Through a web browser, investors access their investments.
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